Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Reynolds Storino is a financial advisor with over 20 years of experience. Trent has been with Fidelity Personal And Workplace Advisors since August 2021. Prior to that, Trent worked at Principal Securities, Inc. and First Citizens Investor Services, Inc. Trent is a Series 6, 7, 9, 10, 24, 63, and 65 licensed advisor. Trent provides financial planning, portfolio management, educational seminars and selection of other advisors to individuals and businesses.
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.
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.
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
NC
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
NC
03/28/2018 - 09/15/2021
PRINCIPAL SECURITIES, INC. (RALEIGH NC)
NC
07/13/2009 - 03/22/2017
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
NC
02/24/2009 - 07/06/2009
PRINCOR FINANCIAL SERVICES CORPORATION (RALEIGH NC)
GA
06/18/2007 - 06/16/2008
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
05/07/2001 - 05/04/2007
PRINCOR FINANCIAL SERVICES CORPORATION (DULUTH GA)
MA
08/17/1999 - 10/09/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 06/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/15/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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