Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Cruz Tarnstrom is a financial advisor at Selective Wealth Management, Inc. Trent has been registered as an Investment Advisor Representative (IAR) in Texas, Virginia and North Carolina. Trent is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since 2017. Trent's specializations include retirement planning and college savings. Selective Wealth Management, Inc. manages over $441 million in assets for individuals, trusts and estates, corporations, charitable organizations and high-net-worth individuals. The firm provides financial planning, portfolio management services and specializes in a range of financial services for a wide range of clients.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
08/17/2022 - Present
Selective Wealth Management, Inc. (FOREST VA)
IA
Issued 08/08/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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