Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Michael Cowdrey is an investment advisor representative at Morgan Stanley in East Lansing, Michigan. Troy has been working in the financial industry for over 17 years. Troy has a strong background in financial planning, portfolio management, and investment research. Troy is a Certified Financial Planner and is registered to provide investment advice in 32 states. Troy is committed to helping clients achieve their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
04/01/2020 - Present
Morgan Stanley (East Lansing MI)
IL
05/11/2012 - 03/17/2015
STERNE, AGEE & LEACH, INC. (CHICAGO IL)
NY
02/05/2010 - 09/15/2011
GOLDMAN, SACHS & CO. (NEW YORK NY)
IL
04/17/2006 - 02/02/2010
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
MI
12/07/2005 - 05/10/2006
CITIGROUP GLOBAL MARKETS INC. (EAST LANSING MI)
BOTH
Issued 08/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2014
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/01/2013
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 08/24/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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