Unclaimed
Trent M Blossom is a financial advisor with Morgan Stanley. Trent has been in the financial industry since October 26, 2012. Trent has a wide range of experience in the financial services industry, including experience at MFS FUND DISTRIBUTORS, INC. and METLIFE INVESTORS DISTRIBUTION COMPANY. Trent is registered with FINRA and holds the Series 6, 7, 26, 63, and 65 licenses. Trent is also a Certified Financial Planner.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NH
07/22/2022 - Present
Morgan Stanley (PORTSMOUTH NH)
MA
06/11/2013 - 10/04/2021
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
CT
10/01/2012 - 06/05/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
IA
Issued 07/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2013
Series 7 - General Securities Representative Examination
BC
Issued 08/24/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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