Unclaimed
Trenton Lowell Stuckey is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in FORT WAYNE, Indiana. Trenton has been in the industry since January 2, 1995 and is registered in 41 states. Trenton has a broad range of experience in the financial services industry, including investment management, portfolio management, financial planning, and pension consulting. Trenton also serves as an Advisory Board Member for Parkview DeKalb, a regional medical center in Auburn, Indiana.
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.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IN
03/15/1995 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORT WAYNE IN)
MO
11/14/1994 - 11/29/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 02/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/10/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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