Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Troy? Claim Your ProfileTroy Beckett has been in the financial services industry since December 1989. Troy Beckett is a registered representative with Raymond James Financial Services Advisors, Inc., based in Winder, GA. Troy Beckett is a registered representative with Raymond James Financial Services Advisors, Inc. and holds a Series 7, 63, 24, 26, 51, 65 and SIE license, and is registered in 24 states, including Alabama, Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Kentucky, Louisiana, Maryland, Michigan, Missouri, New York, North Carolina, Ohio, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, and Washington. Troy Beckett also has previous experience with firms such as Suntrust Investment Services, Inc., Morgan Keegan & Company, Inc., Regions Investment Company, Inc., SunTrust Securities, Inc., Laughlin Group Advisors, Inc., and Northwestern Mutual Investment Services, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
GA
06/13/2019 - Present
Raymond James Financial Services Advisors, Inc. (WINDER GA)
GA
04/28/2003 - 11/17/2006
SUNTRUST INVESTMENT SERVICES, INC. (ATHENS GA)
TN
04/12/2001 - 04/23/2003
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
AL
07/15/1996 - 04/12/2001
REGIONS INVESTMENT COMPANY, INC. (BIRMINGHAM AL)
GA
12/04/1995 - 07/09/1996
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NE
03/07/1995 - 10/02/1995
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
WI
09/25/1989 - 03/17/1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
09/04/1990 - 03/13/1995
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 11/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/11/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/24/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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