Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Jeffries Helton is a financial advisor with LPL Financial LLC. Trent has been working in the financial services industry since 2018 and has licenses for both securities and investment advisory services. Trent is licensed to sell securities in several states including Missouri, California, Colorado, Illinois, Indiana, and Florida. Trent specializes in providing financial advice to individuals, families, and businesses. Trent has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. Trent is committed to providing clients with personalized financial advice to help them reach 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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2
MO
04/30/2020 - Present
LPL Financial LLC (COLUMBIA MO)
MO
08/05/2019 - 04/30/2020
SECURITIES AMERICA, INC. (JEFFERSON CITY MO)
MO
01/02/2018 - 05/30/2019
CETERA ADVISOR NETWORKS LLC (JEFFERSON CITY MO)
BOTH
Issued 08/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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