Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trenton? Claim Your ProfileTrenton Hollas is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the industry since August 2015. Trenton has held previous positions with Rockefeller Financial LLC, UBS Financial Services Inc., and VALIC Financial Advisors, Inc. Trenton has a wide range of experience and expertise in the financial industry.
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
TX
04/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
06/05/2020 - 05/04/2022
ROCKEFELLER FINANCIAL LLC (Houston TX)
TX
10/23/2019 - 06/16/2020
UBS FINANCIAL SERVICES INC. (HOUSTON TX)
TX
08/25/2015 - 10/24/2019
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
BOTH
Issued 12/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/16/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/05/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2015
Series 6 - Investment Company Products/Variable Contracts 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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