Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Kealii Santos is a financial advisor registered with LPL Financial LLC and is a representative with over 16 years of experience in the financial industry. Trent has been a registered advisor with LPL Financial LLC since January 2011. Prior to this, Trent worked for RBC Capital Markets Corporation and PNC Investments. Trent holds Series 66, Series 7 and SIE securities licenses. Trent has passed the Uniform Combined State Law Examination and is registered to sell securities in 15 states including Texas, Wisconsin, Arizona, Florida, Idaho, Illinois, Indiana, Nevada, New Mexico, North Carolina, and California. Trent works at the NEW BERLIN, WI office of LPL Financial LLC.
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
WI
01/31/2011 - Present
LPL Financial LLC (NEW BERLIN WI)
WI
05/11/2010 - 01/28/2011
PNC INVESTMENTS (MILWAUKEE WI)
WI
11/30/2007 - 04/12/2010
RBC CAPITAL MARKETS CORPORATION (BROOKFIELD WI)
BOTH
Issued 12/20/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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