Trena Bean
Professional summary
Trena Bean, who also goes by Trena L Bean, is a registered financial professional currently at WORLD INVESTMENTS, LLC located in Auburn, Maine.
Trena is registered as a RR (Registered Representative) and started their career in finance in 2016. Trena has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Trena Bean's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 31, 2025 - Present
WORLD INVESTMENTS, LLC
Office #1: 232 Center Street, Auburn, ME 04210-6197Office #2: 111 Commercial St. Suite 500, Portland, ME 04101November 21, 2018 - October 31, 2025
PENSIONMARK SECURITIES, LLC
August 23, 2018 - November 2, 2018
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
February 29, 2016 - July 23, 2018
COMMONWEALTH FINANCIAL NETWORK
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/31/2025)
Exams
FINRA
Current Firm
WORLD INVESTMENTS, LLC
CRD#: 20626 / SEC#: 801-56426, 8-38377
Contact information
FINRA licenses (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,697 |
| AUM (Assets Under Management) | $ 1,734,780,346 |
Disclosures
| Regulatory Event | 3 |
| Arbitration | 2 |
| Bond | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
