Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Robert Overzet is a financial advisor registered in 18 states with Strategic Investment Solutions, Inc., based in Orland Park, Illinois. Trent is experienced in providing financial advice and portfolio management services to individual clients and has over 15 years of experience in the financial services industry.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
04/14/2021 - Present
Strategic Investment Solutions, Inc. (ORLAND PARK IL)
IL
07/10/2017 - 12/31/2017
LPL FINANCIAL LLC (ORLAND PARK IL)
TX
11/08/2016 - 06/24/2017
CHARLES SCHWAB & CO., INC. (AUSTIN TX)
BOTH
Issued 12/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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