Steven Trend, financial advisor Palm Beach Gardens FL

Steven Trend

CRD Number: 1609775
Current Firm: Prudential Financial Planning Services

Steven Trend (CRD# 1609775) is an Investment Advisor Representative working at Prudential Financial Planning Services in Palm Beach Gardens, FL and has over 34 years of experience in the finance industry.

Similar Advisors
Tracy Aaron, financial advisor Palm Beach Gardens FL
Tracy L. Aaron
CRD# 2465262
Gwn Securities Inc.
Similar Advisors
Ali Abbas, financial advisor Palm Beach Gardens FL
Ali Abbas
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Paul Abbott, financial advisor Palm Beach Gardens FL
Paul J. Abbott
CRD# 6070270
Prudential Financial Planning Services
Professional Designations
Company Name Location Dates Years
The Prudential Insurance Company Of America Palm Beach Gardens, FL Jun 2019 - Current 2
Pruco Securities, LLC Palm Beach Gardens, FL Jun 2019 - Current 2
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
Contact Info for Steven R. Trend
Phone Number: 800-235-7637
Registered State(s):
  • FL
  • NY
By the Numbers
  • Total Assets Under Management
    11,236
    MILLIONS
  • Total Number of Accounts
    70,757
    ACCOUNTS
  • Average Account Value
    $158,796
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.