Financial Representative | Investor Focused Solutions@ LPL Financial
San Diego, California, United States
Troy Talamelli
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West Haven High School
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FlashIntel GPTTroy Talamelli is a highly experienced financial professional with over 25 years of work experience. He specializes in mutual funds, asset allocation, and securities, with a strong focus on retirement planning and alternative investments. Troy has worked in various roles, including as a Financial Representative and Internal Sales Supervisor. He has also held positions at Allianz Global Investors, AXA Advisors, LLC, and Voya Investment Management. Troy's expertise lies in relationship development, value add solutions, product rollout and marketing, client relations, and enhanced presentation skills. He is currently based in the United States.
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Emails and Phone Numbers
About
[email protected] / Specialties: Series 24/7/66 - Consultative Sales - Drive to Succeed - Relationship Development and Management - Value Add Solutions - Product Rollout and Marketing - Territory Development and Management - Client Relations - Enhanced Presentation Skills - [email protected] 203-687-9388
Work Experience
Financial Representative | Investor Focused Solutions
Financial Services
Troy Talamelli's Professional Milestones
- Financial Representative | Investor Focused Solutions (2019-01-01~): Expanding client portfolio and fostering strategic partnerships to achieve sales targets and drive company growth.
- Financial Consultant (2012-05-01~2013-08-01): Successfully implemented financial strategies, optimizing budgeting and driving profitability in the market.
Education
Skill
Mutual Funds
Series 7
Asset Allocation
Series 63
Securities
Investments
Alternative Investments
Portfolio Management
Equities
Financial Services
Retirement Planning
Separately Managed Accounts
Asset Management
Fixed Income
Retirement
Series 24
Series 66
Series 65
California Life Insurance
Certification
Colleagues
Shraddha Pandey
Trading Product Owner
Andrew Riemer
business consultant at lpl financial | smma business owner | mba at clemson university
Rene "Blue" Ornelas
owner bluerock investment services
Cynthia Sheets
life insurance consultant | lifelong learner | coffee lover | small business owner | dangerous when bored
William Poulter
Owner | Founder | Pulter Investment Advisors | LPL Registered Representative
Other Named Troy Talamelli
Frequently asked questions
We found 3 Troy Talamelli's email addresses
We found 2 Troy Talamelli's phone numbers
Troy Talamelli works for LPL Financial
Troy Talamelli's role in LPL Financial is Financial Representative | Investor Focused Solutions
Troy Talamelli works in the industry of Financial Services
Troy Talamelli's colleagues are Shraddha Pandey,Andrew Riemer,Rene "Blue" Ornelas
Troy Talamelli's latest job experience is Financial Representative | Investor Focused Solutions at LPL Financial
Troy Talamelli's latest education in West Haven High School
