Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Baer is a financial advisor at LPL Financial LLC. Trent has been in the financial services industry for over 20 years. Trent is registered to provide investment advice in Alaska, California and Texas. Trent also holds Series 7, 9, 10, 63, 65 and SIE licenses. Trent has previously worked for Wells Fargo Advisors Financial Network, LLC, Ameriprise Financial Services, Inc. and First Union Securities, Inc. Trent focuses on providing financial planning and portfolio management services to individuals, families, businesses and charitable organizations. Trent is dedicated to helping 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AK
04/29/2021 - Present
LPL Financial LLC (ANCHORAGE AK)
AK
02/09/2017 - 04/29/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ANCHORAGE AK)
AK
03/01/2002 - 02/09/2017
AMERIPRISE FINANCIAL SERVICES, INC. (ANCHORAGE AK)
MN
03/01/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MO
02/29/2000 - 03/11/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NJ
08/03/1998 - 03/08/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 08/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/31/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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