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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Dana Bryson is a financial advisor with over 20 years of experience in the financial services industry. Trent has a diverse background, having previously worked with firms such as Ameritas Investment Corp. and Merrill Lynch. Trent is currently registered with Global Retirement Partners LLC, where they provide investment advisory services to individuals, families, and businesses. Trent is committed to helping clients achieve their financial goals through personalized financial planning, portfolio management, and retirement planning. Trent specializes in working with high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
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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CA
03/22/2019 - Present
Global Retirement Partners LLC (Long Beach CA)
CA
06/01/2007 - 11/30/2010
NRP FINANCIAL, INC. (LONG BEACH CA)
CA
06/30/2006 - 06/15/2007
AMERITAS INVESTMENT CORP. (LONG BEACH CA)
CA
09/05/2000 - 06/30/2006
CARILLON INVESTMENTS, INC. (LONG BEACH CA)
NY
01/06/2000 - 08/16/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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