Unclaimed
Troy Nicholas Tremblay is a financial advisor with Centaurus Financial, Inc. Troy has been in the industry since 2003. Troy is registered with the Securities and Exchange Commission as an Investment Adviser Representative and is also registered to offer securities in several states, including California, Florida, Hawaii, South Carolina, and Tennessee. Troy has a broad range of specializations, including retirement planning, education planning, estate planning, insurance, mutual funds, and variable products. Troy is committed to providing personalized financial advice and helping his 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.
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
CA
03/15/2022 - Present
Centaurus Financial, Inc. (SANTA BARBARA CA)
CT
05/16/2003 - 05/21/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 07/28/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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