Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Trent is a financial professional with over 17 years of experience in the financial services industry. Adam has a broad background in the industry, having held positions with firms such as Charles Schwab, Northwestern Mutual, and OneAmerica Securities. Adam is currently registered with Cetera Investment Advisers LLC and provides a range of financial services to clients, including financial planning, portfolio management, and pension consulting. Adam is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
IN
03/21/2024 - Present
Cetera Investment Advisers LLC (CARMEL IN)
IN
07/22/2022 - 12/13/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (INDIANAPOLIS IN)
IN
02/16/2022 - 04/27/2022
ONEAMERICA SECURITIES, INC. (Carmel IN)
IN
08/03/2006 - 10/08/2021
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
IN
01/07/2017 - 11/10/2017
OPTIONSXPRESS, INC. (INDIANAPOLIS IN)
BOTH
Issued 2/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/8/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/14/2016
Series 4 - Registered Options Principal Examination
BC
Issued 5/2/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/30/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2016
Series 3 - National Commodity Futures Examination
BC
Issued 8/2/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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