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 Yost is a financial advisor with over 20 years of experience in the industry. Trent holds the Series 6, 7, 24, 63, and 65 securities licenses, as well as the SIE exam. Trent is also a Certified Financial Planner and a Chartered Financial Consultant. Trent is currently registered with Osaic Wealth, Inc. and Osaic Advisory Services, LLC. Trent has a long history of working with a variety of clients, including individuals, families, businesses, and charitable organizations. Trent specializes in financial planning, investment management, retirement planning, and estate planning. Trent is committed to providing his clients with personalized financial advice that meets their individual needs and 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.
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.
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2
ID
06/14/2024 - Present
Osaic Wealth, Inc. (POCATELLO ID)
ID
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (POCATELLO ID)
ID
05/28/2019 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Pocatello ID)
ID
12/06/2013 - 05/31/2019
CETERA ADVISORS LLC (POCATELLO ID)
ID
04/06/2010 - 12/09/2013
THE O.N. EQUITY SALES COMPANY (POCATELLO ID)
ID
11/16/2005 - 04/07/2010
SECURITIES AMERICA, INC. (POCATELLO ID)
ID
11/13/2002 - 11/22/2005
UNITED HERITAGE FINANCIAL SERVICES, INC. (MERIDIAN ID)
NE
09/18/2002 - 10/09/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
ID
09/04/2002 - 09/16/2002
UNITED HERITAGE FINANCIAL SERVICES, INC. (MERIDIAN ID)
MA
09/28/1998 - 09/05/2002
SAFECO INVESTMENT SERVICES, INC. (BOSTON MA)
IA
Issued 07/10/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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