Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trenton? Claim Your ProfileTrenton Kreg Marsh is a financial advisor at Edward Jones. He is a registered representative in Texas. Marsh has over 24 years of experience in the financial services industry. He holds Series 7, Series 52, Series 63 and Series 65 licenses. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and corporations. Marsh is committed to helping clients achieve their financial goals.
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.
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.
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.
See schedule d - miscellaneous
1
2
TX
02/15/2013 - Present
Edward Jones (PLANO TX)
TX
09/14/2001 - 02/19/2013
BOSC, INC. (DALLAS TX)
NY
06/28/2000 - 10/05/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MI
03/04/1998 - 07/03/2000
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 12/07/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/27/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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