Troy Jellison (CRD# 7005880) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Portland, ME and has over 5 years of experience in the finance industry.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
CRD# 4862526
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Ubs Financial Services Inc. | Portland, ME | Nov 2018 - Current | 5 |
Ameriprise Financial | Portland, ME | Aug 2018 - Nov 2018 | < 1 |
Atlantic Fund Services | Portland, ME | Jun 2016 - Aug 2018 | 2 |
Northeast Air | Portland, ME | Oct 2013 - Jun 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- ME
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Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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