Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Dattoli is a financial advisor who has been working in the industry since 1998. Trent is currently registered with Charles Schwab & CO., Inc. and has previously worked at E*TRADE SECURITIES LLC, CHARLES SCHWAB & CO., INC., VALIC FINANCIAL ADVISORS, INC., FIDELITY BROKERAGE SERVICES LLC, H&R BLOCK FINANCIAL ADVISORS, INC., QUICK & REILLY, INC., and DREYFUS SERVICE CORPORATION. Trent holds Series 6, 7, 63, and 65 securities licenses. Trent provides financial planning and other advisory services to individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NY
08/11/2021 - Present
Charles Schwab & CO., Inc. (Southampton NY)
NY
06/20/2018 - 08/13/2021
E*TRADE SECURITIES LLC (Garden City NY)
NY
01/31/2012 - 06/21/2018
CHARLES SCHWAB & CO., INC. (Lake Grove NY)
NY
03/30/2009 - 01/12/2012
VALIC FINANCIAL ADVISORS, INC. (LATHAM NY)
NY
06/14/2004 - 11/17/2008
FIDELITY BROKERAGE SERVICES LLC (SCARSDALE NY)
MI
12/01/2003 - 03/19/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
NY
03/03/2003 - 12/04/2003
QUICK & REILLY, INC. (NEW YORK NY)
NY
10/21/1998 - 01/03/2003
DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 02/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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