Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trenton? Claim Your ProfileTrenton Grens is an investment advisor representative currently registered with Assetmark, Inc. Trenton Grens is also registered with FINRA as a broker and has been in the financial industry since March 11, 2005. Trenton Grens has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Trenton Grens has held previous positions at Northern Lights Distributors, LLC, Allstate Financial Services, LLC, CCO Investment Services Corp., Charter One Securities, Inc., BANC ONE SECURITIES CORPORATION, First Chicago NBD Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Olde Discount Corporation. Trenton Grens holds a Series 3, 6, 7, 63, and 65 license.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
CA
06/21/2022 - Present
Assetmark, Inc. (CONCORD CA)
NE
11/18/2016 - 02/08/2021
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
IL
06/02/2014 - 06/12/2015
ALLSTATE FINANCIAL SERVICES, LLC (ARLINGTON HEIGHTS IL)
IL
12/01/2005 - 04/07/2006
CCO INVESTMENT SERVICES CORP. (CHICAGO IL)
OH
04/19/2005 - 12/01/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IL
02/01/1999 - 03/09/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
02/20/1997 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
03/10/1995 - 12/04/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MI
04/29/1994 - 06/13/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 10/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/28/2010
Series 3 - National Commodity Futures Examination
BC
Issued 03/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Trenton Grens is the right advisor for you? Invested Better is here to help.
