Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ernest? Claim Your ProfileErnest Jude Trevino is a financial advisor who has been in the industry since July 6, 1999. Ernest is currently registered with Wells Fargo Advisors Financial Network, LLC, and has been with this firm since August 2022. Previously, Ernest was registered with WELLS FARGO CLEARING SERVICES, LLC from December 11, 2009, to August 19, 2022, and USAA FINANCIAL ADVISORS, INC. from September 2, 2004, to December 14, 2009. Ernest has a strong background in financial planning and portfolio management. He is also a Certified Financial Planner. Ernest provides investment consulting services to institutional clients and has a client base that includes individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
08/19/2022 - Present
Wells Fargo Advisors Financial Network, LLC (SAN ANTONIO TX)
TX
12/11/2009 - 08/19/2022
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
TX
09/02/2004 - 12/14/2009
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
07/07/1999 - 09/02/2004
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
BOTH
Issued 01/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ernest Trevino is the right advisor for you? Invested Better is here to help.
