Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trina? Claim Your ProfileTrina Whitten is a financial advisor with Stifel Independent Advisors, LLC. Trina has been in the financial services industry for over 17 years and holds Series 7, 9, 10, 66 licenses. Trina specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. She previously worked with Wells Fargo Advisors Financial Network, LLC and Morgan Stanley.
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.
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
MO
02/14/2024 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
OR
12/12/2014 - 02/12/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ROSEBURG OR)
OR
06/01/2009 - 12/17/2014
MORGAN STANLEY (ROSEBURG OR)
OR
11/16/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ROSEBURG OR)
BOTH
Issued 12/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/26/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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