Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trenton? Claim Your ProfileTrenton J. Breithaupt has been in the financial services industry since December 12, 2012. Trenton is currently registered with Charles Schwab & Co., Inc. in California as an Investment Advisor Representative (IAR). Trenton's previous experience includes working for Merrill Lynch, Pierce, Fenner & Smith Incorporated from November 16, 2012 until October 4, 2013. Trenton specializes in financial planning and selection of other advisors. Trenton is also a landlord in Centennial, Colorado.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
04/17/2024 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
CA
11/16/2012 - 10/04/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
BOTH
Issued 12/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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