Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert B Trent is an active financial advisor with over 20 years of experience in the industry. Robert has a Series 66, Series 7, and Series 31 licenses, as well as the Securities Industry Essentials Examination. Robert is currently registered with LPL Financial LLC in California and Texas. Robert has previously worked with Wells Fargo Clearing Services, LLC, Wells Fargo Investments, LLC, E*TRADE Securities LLC, and Morgan Stanley DW Inc. Robert provides a wide range of financial services including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
03/04/2024 - Present
LPL Financial LLC (SANTA ROSA CA)
CA
01/03/2011 - 12/16/2021
WELLS FARGO CLEARING SERVICES, LLC (SANTA ROSA CA)
CA
12/18/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SONOMA CA)
CA
03/07/2005 - 01/03/2008
E*TRADE SECURITIES LLC (SAN FRANCISCO CA)
NY
08/02/2002 - 02/28/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 08/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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