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Trenton Michael Baldwin

W & S Brokerage Services, Inc.

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About Trenton Michael Baldwin

Trenton Michael Baldwin is a financial professional with over 2 years of experience in the industry. Trenton is currently registered with W&S Brokerage Services, Inc. in California. Trenton Baldwin holds Series 63, Series 6TO and SIE licenses. Trenton is a member of FINRA and the state of California. Trenton's specializations include financial planning and portfolio management.

Firm Information

Trenton Baldwin is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Trenton Baldwin’s Registration & Firm History

CA

04/06/2024 - Present

W&S Brokerage Services, Inc. (San Diego CA)

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Licenses & Designations

BC

Issued 04/26/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/05/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/15/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trenton Michael Baldwin.
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