Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trina? Claim Your ProfileTrina Ross is a financial advisor with over 20 years of experience in the financial services industry. Trina is currently registered with J.P. Morgan Securities LLC, and has previously worked at several other firms including J.P. Morgan Securities Inc., J.P. Morgan Securities of Texas, Inc., and Chase Investment Services Corp. Trina is registered in New York and Texas and holds the Series 7, Series 63, and SIE exams. Trina has a strong focus on individual and business portfolio management, as well as financial planning and pension consulting.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
10/01/2008 - Present
J.p. Morgan Securities LLC (Houston TX)
TX
03/08/2002 - 10/01/2008
J.P. MORGAN SECURITIES INC. (HOUSTON TX)
TX
12/10/1999 - 03/20/2002
J.P. MORGAN SECURITIES OF TEXAS, INC. (HOUSTON TX)
IL
12/10/2001 - 12/20/2001
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
BC
Issued 05/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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