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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trenton? Claim Your ProfileTrenton R Baker is a financial advisor with over 13 years of experience in the industry. Trenton has been registered with Morgan Stanley since 2009. Trenton holds the Series 7, 31, 63, 65, and 66 licenses, as well as the SIE designation. Trenton is also a Certified Financial Planner. Prior to joining Morgan Stanley, Trenton worked at Citigroup Global Markets Inc. from 2003 to 2009. Trenton specializes in providing financial advice and portfolio management for individuals, businesses, investment companies, and charitable organizations. Trenton is registered to provide investment advisory services in Florida, Ohio, and Texas.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
10/06/2023 - Present
Morgan Stanley (Columbus OH)
OH
06/01/2009 - 03/14/2016
MORGAN STANLEY (COLUMBUS OH)
OH
09/18/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)
BOTH
Issued 06/21/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/28/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2023
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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