Unclaimed
Dee Ardell Trussell is a securities professional with over 20 years of experience in the financial services industry. Dee is currently registered with Frontier Solutions, LLC and holds a Series 7, 24, 63, 82 and SIE licenses. Dee is also a registered representative in Oklahoma and Texas. Dee has previously worked with Patrick Capital Markets, LLC, Stillpoint Capital, LLC, Credit Suisse Securities (USA) LLC and Morgan Stanley & Co., Incorporated.
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.
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.
1
2
VA
09/11/2023 - Present
Frontier Solutions, LLC (Richmond VA)
OK
12/04/2015 - 09/28/2018
PATRICK CAPITAL MARKETS, LLC (Tulsa OK)
FL
03/06/2015 - 12/04/2015
STILLPOINT CAPITAL, LLC (TAMPA FL)
NY
06/10/2003 - 12/31/2008
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
05/14/1997 - 06/05/2003
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BC
Issued 12/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 24 - General Securities Principal Examination
BC
Issued 09/11/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 06/10/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2015
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 05/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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