Unclaimed
Trina Cummings is an investment advisor representative with Raymond James Financial Services Advisors, Inc. based in Akron, OH. Trina has been in the securities industry since 2000. She specializes in providing investment advice to individuals, families, and businesses. Trina Cummings is also registered as an investment advisor representative in Texas. Her previous experience includes working as a financial advisor for AXA Advisors, LLC. Trina Cummings is committed to helping her clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
08/11/2021 - Present
Raymond James Financial Services Advisors, Inc. (Akron OH)
NY
09/26/2000 - 02/19/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 12/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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