Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Harris is a financial advisor with Valic Financial Advisors, Inc. Trent has been in the financial industry since 2008. Trent holds the Series 7 and Series 66 licenses, as well as the SIE. Trent is registered in California, Florida, and Indiana. Trent is a strong advocate for financial planning and provides advice on a variety of financial topics, including retirement planning, college savings, and estate planning. Trent also works with individual investors to create customized investment portfolios.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
FL
10/31/2018 - Present
Valic Financial Advisors, Inc. (BOCA RATON FL)
IN
07/18/2008 - 09/26/2018
ONEAMERICA SECURITIES, INC. (Carmel IN)
BOTH
Issued 08/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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