Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Arthur Moran is a financial advisor at LPL Financial LLC, specializing in providing financial planning and consulting services. Trent has a broad range of experience, including working for King Family Vineyards and Kolmar Americas, and has been actively involved in the financial services industry since January 2013. Trent holds the Series 66, Series 7, Series 24, and SIE licenses, and is registered to provide investment advice and brokerage services in all 50 states and Puerto Rico. Trent offers a variety of financial planning services to individuals and families, including retirement planning, college savings, and estate planning. Trent also specializes in providing investment management services, including portfolio construction, asset allocation, and investment selection. Trent is committed to providing his clients with personalized financial advice and guidance, helping them to achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
SC
02/15/2024 - Present
LPL Financial LLC (FORT MILL SC)
BOTH
Issued 02/14/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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