Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Wada is a financial advisor with Diversify Advisory Services, LLC. Troy is a registered investment advisor in several states, including Pennsylvania, Hawaii, and Texas. Troy has been in the financial services industry since 2009.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
11/17/2023 - Present
Diversify Advisory Services, LLC (PITTSBURGH PA)
PA
09/01/2023 - 11/15/2023
OSAIC WEALTH, INC. (Pittsburgh PA)
HI
05/16/2013 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HONOLULU HI)
HI
07/07/2009 - 05/07/2013
AXA ADVISORS, LLC (HONOLULU HI)
BOTH
Issued 06/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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