Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Zerveskes is a financial advisor currently registered with LPL Financial LLC and Advisory Resource Group, LLC. Troy holds several licenses and certifications, including Series 7, Series 6, Series 24, Series 26, and Series 63, allowing Troy to provide investment advice and services in multiple states. Troy has been active in the financial industry since 2000, with experience at several firms, including Metlife Securities Inc., New England Securities, Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. Besides financial services, Troy is also a business owner of Hurricane IT LLC.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NH
04/24/2015 - Present
LPL Financial LLC (DURHAM NH)
NH
01/02/2015 - 04/23/2015
METLIFE SECURITIES INC. (EXETER NH)
NH
11/17/2008 - 01/02/2015
NEW ENGLAND SECURITIES (EXETER NH)
NH
01/28/2000 - 11/19/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PORTSMOUTH NH)
WI
01/28/2000 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 12/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2006
Series 24 - General Securities Principal Examination
BC
Issued 08/19/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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