Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trenton? Claim Your ProfileTrenton James Holec is an Investment Advisor Representative with Newport Group Consulting, LLC. Trenton has been in the financial industry since December 2007 and has a strong background in financial planning and retirement planning. Trenton's experience includes working with Principal Funds Distributor, Inc., Princor Financial Services Corporation, and Broker Dealer Financial Services Corp. Trenton has also been active in the industry, having taken the Uniform Combined State Law Examination in 2005 and the Securities Industry Essentials Examination in 2018. Newport Group Consulting, LLC, is an investment advisory firm that provides investment performance analytics for retirement plans, foundations, and endowments. Trenton is committed to providing his clients with personalized financial advice and guidance.
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.
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.
Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants
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.
Percentage of assets under advisement
1
2
FL
02/25/2022 - Present
Newport Group Consulting, LLC (LAKE MARY FL)
FL
02/25/2022 - 08/31/2023
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
IA
10/29/2015 - 09/20/2021
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IA
09/16/2011 - 09/11/2013
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
07/08/2005 - 09/12/2011
BROKER DEALER FINANCIAL SERVICES CORP. (JOHNSTON IA)
BOTH
Issued 12/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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