Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trina? Claim Your ProfileTrina Desoto is a financial advisor with Edward Jones. Trina has been in the financial services industry since 1990. Trina's experience includes roles at U.S. BANCORP INVESTMENTS, INC., SUNTRUST INVESTMENT SERVICES, INC., UVEST FINANCIAL SERVICES GROUP, INC., ONB INVESTMENT SERVICES, INC., OHIO SAVINGS SECURITIES, INC., PFS INVESTMENTS INC., AMSOUTH INVESTMENT SERVICES, INC., PFIC SECURITIES CORPORATION, ESSEX NATIONAL SECURITIES, INC., WM FINANCIAL SERVICES, INC., CAL FED INVESTMENTS, and PRUDENTIAL SECURITIES INCORPORATED. Trina holds a Series 6, Series 7, Series 26, Series 63 and Series 65 licenses. Trina has expertise in helping individual investors and businesses with financial planning, portfolio management and selection of other advisors. Trina is registered to provide investment advice in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Mississippi, Missouri, Montana, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas, Vermont, Virginia, and Washington.
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.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
TN
12/06/2018 - Present
Edward Jones (Clarksville TN)
TN
05/11/2010 - 06/04/2012
U.S. BANCORP INVESTMENTS, INC. (CLARKSVILLE TN)
TN
02/22/2007 - 05/10/2010
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
TN
10/07/2005 - 02/14/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CLARKSVILLE TN)
IN
06/10/2005 - 10/10/2005
ONB INVESTMENT SERVICES, INC. (EVANSVILLE IN)
OH
12/03/2003 - 06/01/2005
OHIO SAVINGS SECURITIES, INC. (CLEVELAND OH)
GA
06/03/2003 - 12/04/2003
PFS INVESTMENTS INC. (DULUTH GA)
AL
12/06/2000 - 12/18/2001
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
TN
05/04/2000 - 12/01/2000
PFIC SECURITIES CORPORATION (FRANKLIN TN)
CA
10/26/1999 - 04/28/2000
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
CA
01/13/1999 - 10/28/1999
WM FINANCIAL SERVICES, INC. (IRVINE CA)
TN
09/11/1998 - 01/07/1999
PFIC SECURITIES CORPORATION (FRANKLIN TN)
CA
10/20/1995 - 09/11/1998
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
03/21/1995 - 10/20/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
07/01/1994 - 02/27/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
WI
12/02/1988 - 07/11/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 08/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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