Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Michael Rogy is an Investment Advisor Representative registered in Florida, South Carolina and Texas. Trent is affiliated with Oxford Wealth Group, LLC. Trent Michael Rogy has been working in the financial industry since August 2014. Trent is licensed to provide financial advice and 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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FL
06/28/2023 - Present
Oxford Wealth Group, LLC (ORLANDO FL)
IA
Issued 12/11/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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