Unclaimed
Trent J McNair is a financial professional with over a decade of experience in the industry. Trent has held various roles at Jonestrading, including a previous registration from 2012 to 2023, and is currently registered with the firm. Trent is licensed in multiple states, including California, Colorado, Connecticut, Florida, Hawaii, Massachusetts, New Jersey, New York, South Carolina, Texas, and Utah. Trent holds a variety of industry licenses and designations, including Series 7, Series 24, Series 27, Series 63, Series 99TO and SIE.
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.
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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2
UT
08/06/2024 - Present
Jonestrading (Park City UT)
UT
04/02/2012 - 10/24/2023
JONESTRADING (Park City UT)
BC
Issued 10/22/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2014
Series 27 - Financial and Operations Principal Examination
BC
Issued 06/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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