Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vincent? Claim Your ProfileVincent Troy is a financial professional with over 40 years of experience in the financial services industry. Vincent is currently registered with United Planners' Financial Services Of America A Limited Partner, and has held previous registrations with Grove Point Investments, LLC and New England Securities. Vincent is also a Chartered Financial Consultant, and has extensive experience in providing financial planning and portfolio management services. Vincent has a strong track record of helping clients achieve their financial goals. Vincent works with clients of all ages and backgrounds, and is committed to providing personalized and comprehensive financial advice.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
08/15/2024 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
MN
04/30/2010 - 08/19/2024
GROVE POINT INVESTMENTS, LLC (ST. LOUIS PARK MN)
MN
04/01/1999 - 05/10/2010
NEW ENGLAND SECURITIES (MINNETONKA MN)
NY
10/26/1983 - 01/11/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
05/26/1982 - 06/08/1996
REAL ESTATE EQUITIES SECURITIES COMPANY
BC
Issued 06/22/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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