Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Nelson is a financial advisor with RBC Capital Markets, LLC. Trent has over 20 years of experience in the financial industry. Trent is a registered investment advisor and a general securities representative. Trent specializes in providing financial planning, portfolio management and investment advice to individuals, families and businesses. Trent holds a Series 7, Series 63, and Series 65 license. Trent is also a member of the Financial Industry Regulatory Authority (FINRA). Trent is committed to providing his clients with personalized financial advice and investment strategies. Trent has a strong track record of helping his clients 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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
WI
02/24/2020 - Present
RBC Capital Markets, LLC (Green Bay WI)
WI
02/15/2011 - 02/26/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREEN BAY WI)
WI
06/05/2001 - 11/11/2009
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
MO
06/08/2000 - 02/05/2001
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
BC
Issued 05/04/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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