Unclaimed
Troy Reese Corbridge is a financial advisor in Scottsdale, AZ. Troy has been in the financial services industry since June 2, 1997, and is currently registered with Morgan Stanley. Troy has previously been registered with Harris Investor Services, Inc., HarrisDirect LLC, Charles Schwab & Co., Inc., and MONY Securities Corp.. Troy specializes in providing financial advice and services to a variety of clients, including high-net-worth individuals, corporations, and institutional investors.
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
AZ
01/31/2025 - Present
Morgan Stanley (Scottsdale AZ)
AZ
12/15/2005 - 05/05/2011
HARRIS INVESTOR SERVICES, INC. (PHOENIX AZ)
NJ
01/12/2004 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
TX
10/08/1997 - 01/13/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
12/05/1996 - 04/10/1997
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 03/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/24/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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