Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Talamelli is a financial advisor with over 20 years of experience in the industry. Troy currently works with Ally Invest Advisors, located in Charlotte, NC. Troy has held various roles at various firms, including Allianz Global Investors Distributors LLC, LPL FINANCIAL, LLC, and First Citizens Investor Services, Inc. Troy has a wide range of experience in financial planning, portfolio management for individuals and investment services.
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.
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
NC
06/27/2024 - Present
Ally Invest Advisors (CHARLOTTE NC)
NC
12/09/2022 - 03/28/2024
FIRST CITIZENS INVESTOR SERVICES, INC. (Charlotte NC)
CA
01/22/2019 - 11/25/2022
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
08/23/2013 - 11/30/2017
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (SAN DIEGO CA)
CT
06/21/2012 - 08/23/2013
AXA ADVISORS, LLC (MILFORD CT)
CT
09/21/2009 - 11/15/2011
ING INVESTMENTS DISTRIBUTOR, LLC (WINDSOR CT)
CT
03/09/2007 - 09/11/2009
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
10/15/2003 - 02/26/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CT
01/28/2000 - 02/11/2003
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NY
08/25/1998 - 08/30/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 12/23/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2017
Series 24 - General Securities Principal Examination
BC
Issued 11/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 08/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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