Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Trent is a financial advisor with PFS Investments Inc., a firm registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Michael has been in the financial industry since 2015 and holds the Series 6, Series 63, and SIE licenses. Michael specializes in portfolio management for individuals and provides a range of services including portfolio management, financial planning, and investment management. Michael is based in Aurora, CO and is licensed to practice in Texas.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
05/11/2015 - Present
PFS Investments Inc. (AURORA CO)
BC
Issued 05/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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