Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Lemer is a financial advisor with Fidelity Personal And Workplace Advisors in OAKDALE, Minnesota. Troy has 23 years of experience in the financial services industry. Troy specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MN
03/17/2021 - Present
Fidelity Personal AND Workplace Advisors (OAKDALE MN)
MN
05/07/2010 - 01/11/2021
TD AMERITRADE, INC. (ST. PAUL MN)
MN
01/02/2009 - 05/20/2010
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
08/15/2007 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
11/02/2000 - 08/07/2007
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
CA
03/21/2000 - 11/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
03/22/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
10/07/1998 - 03/22/2000
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 05/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/28/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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