Unclaimed
Troy Wagnon is a financial advisor at Wells Fargo Advisors Financial Network, LLC, with over 30 years of experience in the industry. Troy is registered to provide investment advice in 18 states and holds licenses including Series 3, 7, 8, 9, 10, 63, and SIE. Troy is a strong advocate for individual investors and business owners, specializing in investment management, financial planning, and pension consulting. Troy is a Registered Representative and Investment Advisor Representative at Wells Fargo Advisors Financial Network, 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.
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.
Investment consulting services to institutional clients
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
AL
01/08/2024 - Present
Wells Fargo Advisors Financial Network, LLC (GADSDEN AL)
AL
01/01/2008 - 01/05/2024
WELLS FARGO CLEARING SERVICES, LLC (GADSDEN AL)
AL
06/24/1987 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GADSDEN AL)
BC
Issued 07/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/29/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1989
Series 3 - National Commodity Futures Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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