Worth Trainor is a registered investment advisor, based in Stuart, FL, with 32 years of industry experience.
Location
477 SE Riverside Drive, Stuart, FL, 34994
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Regulatory History (1)
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Customer Dispute
October 2004Denied
Other Business ActivitiesSells Insurance
Worth is a managing director at Riverside PWS, providing wealth management to clients. This activity takes nearly full-time, with 130 hours per month dedicated to securities trading.
Employment History
Current Registrations
Kestra Private Wealth Services, LLC
September 2024 - Present · 1 yr 8 mos
Kestra Investment Services, LLCBroker
September 2024 - Present · 1 yr 8 mos
Previous Registrations
UBS Financial Services INC.
August 2014 - October 2024 · 10 yrs 2 mos
UBS Financial Services INC.Broker
August 2014 - October 2024 · 10 yrs 2 mos
Wells Fargo Advisors, LLCBroker
October 2000 - August 2014 · 13 yrs 10 mos
Wells Fargo Advisors, LLC
October 2000 - August 2014 · 13 yrs 10 mos
First Union Brokerage Services, INC.Broker
May 2000 - October 2000 · 5 mos
Legg Mason Wood Walker, IncorporatedBroker
September 1996 - May 2000 · 3 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
August 1994 - August 1996 · 2 yrs
Gkn Securities CORP.Broker
March 1994 - July 1994 · 4 mos
Biltmore Securities, INCBroker
November 1993 - March 1994 · 4 mos
State Registrations13 states
CACTFLGAILINNCNJNVNYTXWIWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.