Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Wyman is a financial advisor with Edelman Financial Engines. Troy has been a financial professional for over 15 years and has experience in providing financial advice to individuals, businesses, and institutions. Troy has held positions with a number of financial services companies. Troy holds both the Series 7 and Series 66 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
MI
11/01/2018 - Present
Edelman Financial Engines (TROY MI)
MI
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (NOVI MI)
MI
05/07/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (NOVI MI)
MI
02/08/2010 - 05/10/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
MI
10/31/2005 - 09/05/2006
AIG FINANCIAL ADVISORS, INC. (BIRMINGHAM MI)
AZ
07/25/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
02/28/2002 - 07/29/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
02/29/2000 - 03/11/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/29/2000 - 03/11/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
09/15/1998 - 02/24/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 06/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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