Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Orland Past is a financial advisor who has been in the industry since 1997. Troy is currently registered with Equitable Advisors, LLC and holds Series 7, Series 63, and Series 66 licenses. Troy has experience working with clients in California, Florida, and North Carolina. Troy Orland Past has a focus on providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Troy Orland Past previously worked with Edward Jones, MONEY CONCEPTS CAPITAL CORP, and American Express Financial Advisors Inc.
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.
1
2
CA
01/01/2025 - Present
Equitable Advisors, LLC (SAN DIEGO CA)
CA
07/09/2020 - 11/18/2021
EQUITABLE ADVISORS, LLC (SAN DIEGO CA)
CA
07/10/2019 - 06/17/2020
MONEY CONCEPTS CAPITAL CORP (Mission Viejo CA)
CA
09/20/2018 - 07/03/2019
EDWARD JONES (LAGUNA HILLS CA)
MN
09/18/1997 - 04/09/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/18/1997 - 04/09/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Troy Past is the right advisor for you? Invested Better is here to help.
