Thomas A. Trotta,  CFP<sup>&reg;</sup> - Financial Advisor

Thomas A. Trotta, CFP®

ChFC®, CRPC®

Ameriprise Financial Services, Inc.

6817 Southpoint Pkwy, Ste 1103
Jacksonville, FL 32216
(904) 332-4503

General

Thomas Trotta is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Services, Inc. in Jacksonville, FL and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CRPC, RICP

Insurance Licenses

  • Life insurance: OH,PA,IN,KY
  • Health/disability insurance: OH,PA,IN,KY
  • Fixed annuities: OH,PA,IN,KY
  • Variable annuities

Broker-Dealer Affiliation

Ameriprise Financial Services, LLC

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care

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