Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Sharpe is a registered representative with Wells Fargo Advisors Financial Network, LLC, where Troy has been employed since March of 2024. Troy has been in the securities industry since February 8, 2020 and holds both Series 7 and Series 66 licenses. Troy is registered to provide investment advice in 39 states, plus the District of Columbia. Troy Sharpe is also registered as an Investment Advisor Representative in North Carolina and Texas.
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.
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.
Investment consulting services to institutional clients
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.
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2
OH
04/05/2024 - Present
Wells Fargo Advisors Financial Network, LLC (TROY OH)
NC
09/12/2022 - 04/05/2024
WELLS FARGO CLEARING SERVICES, LLC (WILMINGTON NC)
WI
02/07/2020 - 09/09/2022
U.S. BANCORP INVESTMENTS, INC. (LACROSSE WI)
BOTH
Issued 06/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/01/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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