Steven Trend (CRD# 1609775) is an Investment Advisor Representative working at Prudential Financial Planning Services in Shelton, CT and has over 37 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prudential Insurance Company Of America | Palm Beach Gardens, FL | Jun 2019 - Current | 4 |
| Pruco Securities, LLC | Palm Beach Gardens, FL | Jun 2019 - Current | 4 |
| The Prudential Insurance Company Of America. | Buchanan, NY | May 2010 - Jun 2019 | 9 |
| Pruco Securities,llc | Buchanan, NY | Dec 1986 - Jun 2019 | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1987 |
| S65 | NASAA Investment Advisors Law Examination | May 2001 |
- FL
- NY
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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