Unclaimed
Trena Bean is a financial advisor who works at Pensionmark Securities, LLC. Trena has been in the industry since April 16, 2016. Trena has a Series 6 and Series 63 license and is registered in Maine. Trena previously worked at ProEquities, Inc. and Commonwealth Financial Network.
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
ME
11/21/2018 - Present
Pensionmark Securities, LLC (Portland ME)
ME
08/23/2018 - 11/02/2018
PROEQUITIES, INC. (PORTLAND ME)
ME
02/29/2016 - 07/23/2018
COMMONWEALTH FINANCIAL NETWORK (BRUNSWICK ME)
BC
Issued 05/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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