Unclaimed
Trennis Xanders is an active Investment Advisor Representative with Edward Jones. He has been in the industry since 2013. Trennis holds the Series 7, Series 66, and SIE licenses. He has registrations in Indiana, Arizona, Florida, Illinois, Kansas, Kentucky, New York, North Carolina, Tennessee, and Texas. Trennis' firm has 19,832 licensed agents, 21,738 investment advisor representatives, and 22,210 registered representatives. The firm provides financial planning, pension consulting, and selection of other advisors, among other services. Edward Jones manages approximately $10 billion to $50 billion in assets.
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.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IN
08/05/2022 - Present
Edward Jones (SANTA CLAUS IN)
BOTH
Issued 05/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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