Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trenton? Claim Your ProfileTrenton Fleming Crawford is an investment advisor representative associated with Raymond James Financial Services Advisors, Inc. located in Monroe, Louisiana. Trenton has been in the securities industry for over 20 years. He has a Series 7, Series 63, Series 65, Series 9, and Series 10 licenses. Trenton also has a background in the financial industry and has experience working with individuals, high-net-worth individuals, corporations, and retirement plans. Trenton provides financial planning, portfolio management, and investment advisory services to clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
LA
12/22/2015 - Present
Raymond James Financial Services Advisors, Inc. (MONROE LA)
LA
07/24/2009 - 01/13/2015
EDWARD JONES (WEST MONROE LA)
LA
07/25/2006 - 07/24/2009
CHASE INVESTMENT SERVICES CORP. (MONROE LA)
LA
02/01/2005 - 07/20/2006
CAPITAL ONE INVESTMENTS, LLC (MONROE LA)
NY
07/17/2003 - 01/11/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
TX
05/21/2002 - 08/14/2002
DIESEL ENERGY INTERNATIONAL, L.L.C. (DALLAS TX)
RI
01/23/2001 - 06/06/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 08/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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