Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Vernon Speckman is a financial professional with over 30 years of experience in the industry. Trent is currently registered as a Registered Representative (RR) with Portfolio Medics, LLC, a firm specializing in providing financial advice and services to individuals and families. Prior to joining Portfolio Medics, LLC, Trent worked at Cambridge Investment Research, Inc. and The O.N. Equity Sales Company. Trent holds various industry designations including the Chartered Financial Consultant designation. Trent has a strong track record of success in helping clients achieve their financial goals.
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.
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
10/03/2024 - Present
Portfolio Medics, LLC (BONITA SPRINGS FL)
FL
01/03/2017 - 05/30/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (Fort Myers FL)
FL
01/04/2010 - 12/31/2016
THE O.N. EQUITY SALES COMPANY (ALVA FL)
FL
03/07/2003 - 11/13/2009
SAMMONS SECURITIES COMPANY, LLC (ALVA FL)
MA
01/15/1998 - 03/10/2003
MUTUAL SERVICE CORPORATION (BOSTON MA)
IA
04/10/1995 - 01/26/1998
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
CT
11/29/1993 - 12/22/1994
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CT
11/22/1991 - 11/29/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
IL
08/05/1987 - 12/31/1990
HISTORIC SQUARE EQUITIES, INCORPORATED (CHICAGO IL)
BC
Issued 06/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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