Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Glen Christofferson is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Ogden, Utah. Trent has been working in the financial industry since 1998 and has a wide range of experience, providing financial advice to individuals, families, and businesses. Trent holds a Series 7, Series 63, Series 9, Series 10, and Series 65 license. Trent has been registered with Raymond James since 2009 and provides a variety of services including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
UT
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Ogden UT)
MO
05/14/1998 - 09/13/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 08/12/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/05/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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