Troy Davidson's Location
California, United States
Troy Davidson's Work
- Vice President Financial Consultant @ Charles Schwab
- Vice President Financial Consultant @ Fidelity Investments
- Wealth Management Advisor @ Merrill Lynch
- Business Specialist and Licensed Personal Financial Representative @ JPMorgan Chase & Co.
- Financial Advisor @ Tax & Financial Group
- Liscensed Associate @ First Command Financial Services, Inc.
- Chief Operating Officer @ Davidson Services Inc.
Troy Davidson's Education
- San Diego State University-California State University
BA (Business Administration Managment)
- San Diego State University-California State University
MBA (Finance)
Troy Davidson's Skills
- Asset Management
- Fixed Annuities
- Estate Planning
- Small Business
- Strategic Financial Planning
- Investment Advisory
- Investments
- Series 7
- Cash Management
- Financial Management
Troy Davidson's Summary
Troy Davidson, based in California, United States, is currently a Vice President Financial Consultant at Charles Schwab, bringing experience from previous roles at Fidelity Investments, Merrill Lynch, JPMorgan Chase and Tax & Financial Group. Troy Davidson holds a BA in Business Administration Managment @ San Diego State University-California State University. With a robust skill set that includes Asset Management, Fixed Annuities, Estate Planning, Small Business, Strategic Financial Planning and more, Troy Davidson contributes valuable insights to the industry. Troy Davidson has 2 emails on RocketReach.
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