Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trisha? Claim Your ProfileTrisha Ann King is a financial advisor with over 20 years of experience in the financial services industry. Trisha is currently registered with Osaic Wealth, Inc. and has a Series 7, Series 6, Series 63 and Series 24 licenses. Previously, Trisha worked for Securities America, Inc., LPL Financial LLC, National Planning Corporation, and Primevest Financial Services, Inc. Trisha specializes in portfolio management, financial planning, and pension consulting. Trisha is committed to providing her clients with personalized financial advice and guidance.
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.
A percentage of the total value of assets under management is charged.
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CA
06/14/2024 - Present
Osaic Wealth, Inc. (CAPITOLA CA)
CA
03/01/2023 - 06/14/2024
SECURITIES AMERICA, INC. (CAPITOLA CA)
CA
11/29/2017 - 03/06/2023
LPL FINANCIAL LLC (CAPITOLA CA)
CA
11/27/2012 - 11/29/2017
NATIONAL PLANNING CORPORATION (CAPITOLA CA)
MN
02/25/2000 - 08/19/2003
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
02/25/1999 - 05/25/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
MN
05/23/1995 - 02/24/1999
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BC
Issued 10/12/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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