Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trent? Claim Your ProfileTrent Wells is a registered representative with Northland Securities, Inc. with over 7 years of experience in the industry. Trent holds the Series 50, 52, 53 and 63 securities licenses. Trent is registered to provide investment advice in Minnesota. Trent specializes in providing financial planning and portfolio management services for individuals.
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.
Research services
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.
Negotiated
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2
MN
03/31/2015 - Present
Northland Securities, Inc. (MINNEAPOLIS MN)
BC
Issued 07/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 03/31/2015
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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