Unclaimed
Trena Lee Perez has been a financial professional since February 20, 2000. Trena is currently registered with Allstate Financial Services, LLC in Rockville, Maryland. Trena holds the Series 6, 26, 51 and 63 securities licenses. Trena is a registered representative of Allstate Financial Services, LLC, and licensed in Maryland.
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.
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2
MD
02/21/2000 - Present
Allstate Financial Services, LLC (Rockville MD)
BC
Issued 03/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/29/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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