Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Toups is an investment advisor representative with Newedge Advisors, LLC. Troy has been in the securities industry since September 16, 1995. Troy holds the Series 6, 7, and 66 securities licenses, as well as the SIE. Troy provides financial planning and portfolio management services for individuals, businesses, and retirement plans.
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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
LA
11/23/2015 - Present
Newedge Advisors (Destrehan LA)
LA
01/02/2015 - 11/18/2015
CAPITAL ONE INVESTING, LLC (LAPLACE LA)
LA
05/31/2008 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (LAPLACE LA)
LA
02/06/2007 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (LAPLACE LA)
CT
06/15/2006 - 02/08/2007
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
LA
04/08/1996 - 05/30/2006
CAPITAL ONE INVESTMENTS, LLC (LAPLACE LA)
MA
06/15/1995 - 01/19/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/15/1995 - 01/19/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 02/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Troy Toups is the right advisor for you? Invested Better is here to help.
