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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Edwin Trendler is an active investment advisor representative with Raymond James Financial Services Advisors, Inc.. David Trendler has been in the industry since July 8, 1996, and is registered in 14 states. David Trendler is also a registered Investment Advisor in Kentucky. Prior to joining Raymond James Financial Services Advisors, Inc., David Trendler was employed at UBS FINANCIAL SERVICES INC. and MCDONALD INVESTMENTS INC. David Trendler specializes in providing financial planning and investment advice to individuals, businesses, corporations, pensions, and charitable organizations.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
KY
11/15/2010 - Present
Raymond James Financial Services Advisors, Inc. (FLORENCE KY)
OH
02/09/2007 - 10/22/2010
UBS FINANCIAL SERVICES INC. (CINCINNATI OH)
OH
07/09/1996 - 02/09/2007
MCDONALD INVESTMENTS INC. (CINCINNATI OH)
IA
Issued 09/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/13/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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