Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Jack Parriott is a financial advisor with Fidelity Personal And Workplace Advisors. Trent has been in the financial industry since 2004. Trent is licensed in 48 states and 2 districts, including Utah. Trent is a registered representative and investment advisor in Arizona and Texas. Trent has passed the Series 4, Series 6, Series 7, Series 24, and Series 63 exams. Trent has earned the Securities Industry Essentials (SIE) designation. Trent specializes in financial planning, portfolio management, 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.
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.
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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2
UT
07/16/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
AZ
03/15/2004 - 08/26/2020
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 07/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2014
Series 4 - Registered Options Principal Examination
BC
Issued 12/19/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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