Unclaimed
Trent Jarrett Trailov is an investment advisor representative with Ameriprise Financial Services, LLC, located in Kirkland, Washington. Trent has been in the financial services industry since March 2019. Trent holds the Series 63, Series 65, and Series 7TO securities licenses, as well as the SIE exam. Trent specializes in providing financial planning, asset allocation services, portfolio management, and educational seminars. In addition to working with Ameriprise, Trent also owns and operates Trail CPA, a tax preparation business in Kirkland.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
WA
07/21/2022 - Present
Ameriprise Financial Services, LLC (KIRKLAND WA)
WA
09/23/2019 - 12/21/2020
INDEPENDENT FINANCIAL GROUP, LLC (Kirkland WA)
BC
Issued 11/07/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/29/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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