Unclaimed
Troy Tanzy is a financial professional with experience in the industry since June 17, 2021. Troy is currently registered with Wells Fargo Securities, LLC and holds Series 63, Series 79TO and SIE licenses. Troy is registered in North Carolina. Previously Troy was with Donnelly Penman & Partners.
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.
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.
1
2
NC
09/30/2021 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
MI
06/18/2021 - 10/05/2021
DONNELLY PENMAN & PARTNERS (GROSSE POINTE WOODS MI)
BC
Issued 07/02/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Troy Tanzy is the right advisor for you? Invested Better is here to help.