Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trina? Claim Your ProfileTrina Duhon aams is a financial advisor with over 20 years of experience in the financial services industry. Trina has worked with a variety of firms including Edward Jones, Chase Investment Services Corp., Primevest Financial Services, Inc., J.P. Morgan Securities Inc., and Compass Brokerage, Inc. Trina currently holds Series 6, 7, 63, and 65 licenses and works with LPL Financial LLC. Trina's background and experience demonstrate her commitment to providing clients with personalized financial advice and investment management services.
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.
Consulting and other non-discretionary advisory services
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.
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2
TX
01/10/2018 - Present
LPL Financial LLC (HOUSTON TX)
LA
03/14/2011 - 03/03/2014
EDWARD JONES (LAKE CHARLES LA)
LA
07/26/2010 - 03/16/2011
CHASE INVESTMENT SERVICES CORP. (SULPHUR LA)
LA
10/11/2007 - 07/31/2008
PRIMEVEST FINANCIAL SERVICES, INC. (LAKE CHARLES LA)
TX
01/19/2005 - 10/04/2007
J.P. MORGAN SECURITIES INC. (HOUSTON TX)
IL
06/17/2003 - 02/01/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
AL
01/22/2002 - 04/10/2003
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
MA
04/12/2000 - 12/31/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
RI
11/01/1996 - 08/27/1998
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 10/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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