Trent Cowieson (CRD# 7043504) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bradenton, FL and has over 5 years of experience in the finance industry.
CRD# 6120456
Sage Wealth Consulting, LLC
CRD# 1493667
Spire Wealth Management, LLC
CRD# 5983189
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch | Bradenton, FL | Feb 2021 - Current | 3 |
| The Links At Greenfield Plantation | Bradenton, FL | Oct 2020 - Feb 2021 | < 1 |
| Unemployed | Bradenton, FL | Jul 2020 - Oct 2020 | < 1 |
| Edward Jones | St Louis, MO | Dec 2018 - Jul 2020 | 1 |
| Heritage Harbour Golf Club | Bradenton, FL | Aug 2018 - Dec 2018 | < 1 |
| Unemployed | Estero, FL | May 2018 - Aug 2018 | < 1 |
| Scotlynn Usa Division | Estero, FL | Jan 2018 - May 2018 | < 1 |
| Florida Gulf Coast University | Fort Myers, FL | Aug 2013 - May 2018 | 4 |
| Estero Golf And Country Club | Estero, FL | May 2015 - Apr 2018 | 2 |
| Waterside Seafood And Grill | Estero, FL | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2019 |
- FL
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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