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Trina Clareen Konwinski

Cambridge Investment Research, Inc.

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About Trina Clareen Konwinski

Trina Konwinski is a financial advisor currently registered with Cambridge Investment Research, Inc. in Perrysburg, Ohio. Trina has been in the financial services industry since July 18, 2016 and is licensed to sell securities in Ohio. Trina previously worked at Northwestern Mutual Investment Services, LLC in Toledo, Ohio. Trina has passed the Series 6, Series 63 and SIE exams.

Firm Information

Trina Konwinski is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

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.

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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Trina Konwinski’s Registration & Firm History

OH

12/12/2018 - Present

Cambridge Investment Research, Inc. (PERRYSBURG OH)

OH

04/05/2016 - 08/29/2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TOLEDO OH)

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Licenses & Designations

BC

Issued 04/13/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trina Clareen Konwinski.
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