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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trellanee? Claim Your ProfileTrellanee Moore is a financial advisor with over 15 years of experience in the financial services industry. Trellanee is currently registered with LPL Financial LLC and has previously held registrations with various other firms, including AXA Advisors, LLC, Ameritas Investment Corp., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Trellanee's professional experience includes providing financial advice and investment management services to individuals, families, and businesses. Trellanee holds a Series 6, 7, 24, and 66 license and specializes in investment management, financial planning, and retirement planning. Trellanee is also active in the community and is committed to providing her clients with the highest level of service and expertise.
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
FL
01/11/2021 - Present
LPL Financial LLC (GAINESVILLE FL)
FL
09/04/2019 - 12/21/2020
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
FL
01/22/2015 - 03/13/2019
AXA ADVISORS, LLC (FT. LAUDERDALE FL)
FL
07/18/2013 - 02/05/2015
AMERITAS INVESTMENT CORP. (COOPER CITY FL)
FL
10/10/2011 - 03/05/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
GA
01/05/2000 - 09/20/2000
SEQUOIA INVESTMENTS, INC. (ROSWELL GA)
FL
11/15/1996 - 12/17/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
CA
01/25/1996 - 10/25/1996
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
BOTH
Issued 11/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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