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Trent David Witthoeft

National Financial Services LLC

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About Trent David Witthoeft

Trent David Witthoeft is a financial advisor with over 25 years of experience in the financial services industry. Trent has held positions with several firms, including Fidelity Brokerage Services LLC and National Financial Services LLC. Trent holds a Series 7, Series 24, and Series 63 license and is registered in Georgia and North Carolina. Trent is currently registered with National Financial Services LLC and Fidelity Brokerage Services LLC.

Firm Information

Trent Witthoeft is currently registered with National Financial Services LLC. National Financial Services LLC is a Limited Liability Company formed in June 2000. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. The firm has been the subject of 45 regulatory event disclosures, 1 civil event disclosure and 14 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

598

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Trent Witthoeft’s Registration & Firm History

GA

05/21/2020 - Present

National Financial Services LLC (ATLANTA GA)

NC

01/20/2006 - 08/31/2012

PERSHING ADVISOR SOLUTIONS LLC (CHARLOTTE NC)

CA

01/22/1998 - 10/15/2002

SECOND STREET SECURITIES, INC. (WESTLAKE VILLAGE CA)

NY

11/18/1994 - 12/31/1995

CADARET, GRANT & CO., INC. (SYRACUSE NY)

FL

02/27/1990 - 11/14/1994

CALTON & ASSOCIATES, INC. (TAMPA FL)

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Licenses & Designations

BC

Issued 07/31/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/02/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/1994

Series 2 - Non-Member General Securities Examination

BC

Issued 02/24/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Trent David Witthoeft.
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