Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trenton? Claim Your ProfileTrenton Dean Lewis is a financial advisor who has been in the industry since November 1993. He holds a Series 6, 7, 24, 63 and 66 licenses. Trenton Dean Lewis is currently registered with Eagle Strategies LLC. He is also registered in Texas. Trenton Dean Lewis's specializations include financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals. The firm has 1534 licensed agents, 1878 investment advisor representatives, 1998 registered representatives, 1982 investment advisory functions, and 8 advisor representatives for other investment advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TX
02/06/2014 - Present
Eagle Strategies LLC (AUSTIN TX)
BOTH
Issued 01/04/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Trenton Lewis is the right advisor for you? Invested Better is here to help.
