Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Stephen Nelson is an investment advisor representative associated with Fidelity Personal and Workplace Advisors. Troy has been in the securities industry since April 16, 2003. Troy is registered in 55 states and the District of Columbia as a broker-dealer and investment advisor. Troy holds the Series 66 and Series 7 securities licenses as well as the SIE. Prior to joining Fidelity Personal and Workplace Advisors, Troy was employed by Fidelity Investments Institutional Services Company, Inc. and Chase Investment Services Corp.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
UT
06/09/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
IL
07/06/2005 - 03/21/2006
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
04/01/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
CA
06/05/2003 - 11/07/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
08/06/2002 - 05/05/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/06/2002 - 05/05/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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