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Dionicio H Trevino

United Advisor Group

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About Dionicio H Trevino

Dionicio Trevino is an investment advisor representative with United Advisor Group, a firm that has been in business since 2018. Dionicio has 17 years of experience in the financial services industry, with previous experience at Next Financial Group, Inc. and NYLIFE Securities LLC. Dionicio is registered to provide investment advisory services in Ohio.

Firm Information

Dionicio Trevino is currently registered with United Advisor Group. United Advisor Group is an investment advisory firm based in that provides financial planning, portfolio management for individuals and businesses, and educational seminars. They serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $578 million in assets.

$578.77M

Assets Under Management

Not reported

Total Clients

28

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dionicio Trevino’s Registration & Firm History

OH

07/01/2024 - Present

United Advisor Group (Cincinnati OH)

OH

06/10/2014 - 07/05/2024

NEXT FINANCIAL GROUP, INC. (CINCINNATI OH)

IN

09/07/2007 - 06/02/2014

NYLIFE SECURITIES LLC (MISHAWAKA IN)

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Licenses & Designations

IA

Issued 04/21/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/08/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/05/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Dionicio H Trevino. Review regulatory record here.
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