Unclaimed
Trent Saalfeld is a financial advisor registered with Fidelity Brokerage Services LLC. Trent has been working in the financial industry for over 5 years. He has a Series 7, 99, 63, and 24 license and is registered in Kentucky, Massachusetts, Texas, and Utah. Trent has a strong commitment to providing his clients with personalized financial advice and guidance.
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.
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.
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2
KY
06/15/2023 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
NJ
03/23/2023 - 05/31/2023
DIGITAL BROKERAGE SERVICES LLC (JERSEY CITY NJ)
BC
Issued 10/26/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/14/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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