Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Y Trent is a financial professional with over 28 years of experience in the industry. John has a strong background in insurance, tax preparation, and financial services. John is currently registered with Cetera Investment Advisers LLC and holds the Series 6, SIE and Series 63 licenses. John provides a range of financial services to individuals, families, and businesses. John is committed to helping clients achieve their financial goals.
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.
1
2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (FARMINGDALE NY)
NY
05/16/2012 - 02/01/2019
NORTH RIDGE SECURITIES CORP. (FARMINGDALE NY)
NY
09/12/2005 - 05/29/2012
NATIONAL PLANNING CORPORATION (FARMINGDALE NY)
AZ
10/03/2000 - 09/15/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
NY
05/03/1999 - 10/16/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
09/18/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IL
07/21/1994 - 08/02/1996
PMG SECURITIES CORPORATION (ELGIN IL)
BC
Issued 7/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure John Trent is the right advisor for you? Invested Better is here to help.
