Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Kelsey is a registered investment advisor representative with State Farm Investment Management Corp. Troy has been in the securities industry since December 1996 and currently holds a Series 63, Series 65, and Series 6TO license. Troy's office is located in Glasgow, MT.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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MT
05/02/2023 - Present
State Farm Investment Management Corp. (Glasgow MT)
NJ
12/17/1996 - 03/27/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 04/25/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/07/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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