Unclaimed
Trenton J Mason is an active broker-dealer with over 19 years of experience in the financial services industry. Trenton's current registration is with Park Avenue Securities LLC and they are licensed in 6 states, including California, Colorado, Idaho, Nevada, Oregon, and Texas. Trenton specializes in individual portfolio management, financial planning, and educational seminars. They offer a range of services to individual investors, including fixed fees, hourly charges, and percentage-of-assets based fees.
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.
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.
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CA
12/16/2004 - Present
Park Avenue Securities LLC (IRVINE CA)
BC
Issued 12/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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