Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trine? Claim Your ProfileTrine Benedict Ford is a financial advisor with over 30 years of experience in the industry. Trine currently works at UBS Financial Services Inc. in BOULDER, Colorado. Trine is a registered representative with the state of Colorado. Trine has a broad range of experience and is able to provide financial services to a variety of clients, including individuals, businesses, and charitable organizations. Trine has held previous positions at several financial firms including McDonald Investments Inc., Key Investments Inc., BANC ONE SECURITIES CORPORATION, DAIN BOSWORTH INCORPORATED, PRUDENTIAL-BACHE SECURITIES INC., and BLINDER, ROBINSON & CO., INC. Trine holds the Series 63, Series 65, Series 7, and SIE licenses.
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.
See schedule d - miscellaneous
1
2
CO
02/09/2007 - Present
UBS Financial Services Inc. (BOULDER CO)
CO
05/14/1999 - 02/09/2007
MCDONALD INVESTMENTS INC. (BOULDER CO)
OH
06/29/1994 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
IL
01/08/1993 - 07/23/1993
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
11/22/1988 - 04/09/1990
DAIN BOSWORTH INCORPORATED
NA
10/15/1988 - 11/04/1988
PRUDENTIAL-BACHE SECURITIES INC.
NA
03/23/1988 - 09/07/1988
BLINDER, ROBINSON & CO., INC.
BC
Issued 08/28/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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