Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Alton Birdsong is a financial advisor at Oppenheimer & Co. Inc., located in The Woodlands, TX. Trent Birdsong has over 25 years of experience in the financial services industry. Trent Birdsong is a Certified Financial Planner and has earned the Series 7, Series 31, Series 63, and Series 65 licenses. Trent Birdsong specializes in providing financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, families, businesses, and retirement plans. Trent Birdsong previously worked for Wells Fargo Clearing Services, LLC, UBS Financial Services Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/05/2021 - Present
Oppenheimer & Co. Inc. (THE WOODLANDS TX)
TX
12/05/2014 - 02/09/2021
WELLS FARGO CLEARING SERVICES, LLC (THE WOODLANDS TX)
TX
02/06/2007 - 12/15/2014
UBS FINANCIAL SERVICES INC. (THE WOODLANDS TX)
TX
05/17/2002 - 02/07/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
NY
01/08/2001 - 04/24/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
11/17/1999 - 01/04/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/05/1995 - 09/28/1999
CIBC WORLD MARKETS (NEW YORK NY)
NV
06/29/1995 - 10/19/1995
FINANCIAL WEST GROUP (RENO NV)
IA
Issued 04/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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