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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trennon? Claim Your ProfileTrennon James Waters is a financial advisor in Woodland Hills, California and has been in the industry since January 1997. Trennon is registered with Raymond James Financial Services Advisors, Inc., and has also been registered with D.A. Davidson & Co. and Crowell Weedon & Co. Trennon is licensed to advise on a variety of investment products and services, including stocks, bonds, mutual funds, and exchange-traded funds. Trennon is a Series 7, Series 10, Series 63, and Series 65 licensed advisor. Trennon specializes in providing financial planning and investment management services to individuals, families, businesses, and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
09/21/2015 - Present
Raymond James Financial Services Advisors, Inc. (Woodland Hills CA)
CA
11/25/2013 - 09/14/2015
D.A. DAVIDSON & CO. (WESTLAKE VILLAGE CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (WESTLAKE VILLAGE CA)
CA
01/31/1997 - 11/04/2013
CROWELL, WEEDON & CO. (WESTLAKE VILLAGE CA)
IA
Issued 07/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/31/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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