Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Paul Nunes is a financial advisor with Corient, a Registered Investment Advisor with offices in Miami, Florida. Troy Nunes has a strong background in the financial industry. Troy Nunes holds licenses to provide investment advisory services in Pennsylvania and Texas. Troy Nunes has been registered with the Securities and Exchange Commission since 2008. Before joining Corient, Troy Nunes was previously registered with Capital Investment Group, Inc., and Wells Fargo Advisors, LLC. Troy Nunes has experience providing financial advice to high-net-worth individuals, corporations, and other institutions.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
PA
06/18/2024 - Present
Corient (Sewickley PA)
PA
03/01/2012 - 02/10/2021
CAPITAL INVESTMENT GROUP, INC. (SEWICKLEY PA)
PA
01/01/2008 - 03/01/2012
WELLS FARGO ADVISORS, LLC (SEWICKLEY PA)
PA
12/12/2003 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SEWICKLEY PA)
BOTH
Issued 12/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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