Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Lujin is an active Investment Advisor Representative at Avantax Advisory Services. Trent has over 20 years of experience in the financial services industry. Trent is registered with the state of Texas and holds the Series 7, 63, 65 and 24 licenses. Trent works with individuals, corporations, and businesses. Trent also provides financial planning and pension consulting services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (Dallas TX)
TX
10/24/2000 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
MA
04/22/1999 - 09/01/2000
BROWN & COMPANY SECURITIES CORPORATION (BOSTON MA)
NJ
11/05/1998 - 03/01/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
VA
06/29/1998 - 09/21/1998
DMG SECURITIES, INC. (GREAT FALLS VA)
IA
Issued 11/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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