Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Faustino? Claim Your ProfileFaustino Trevino is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Faustino has been in the financial services industry since January 18, 2014. Faustino holds a Series 6, 7, 63, and 65 securities license as well as a SIE exam. Faustino has experience with Charles Schwab & Co., Inc., Wunderlich Securities, Inc., and New England Securities. Faustino provides financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TN
03/10/2023 - Present
Fidelity Personal AND Workplace Advisors (GERMANTOWN TN)
TN
03/04/2016 - 02/16/2023
CHARLES SCHWAB & CO., INC. (Germantown TN)
TN
03/18/2015 - 02/29/2016
WUNDERLICH SECURITIES, INC. (MEMPHIS TN)
TN
07/24/2013 - 10/02/2014
NEW ENGLAND SECURITIES (MEMPHIS TN)
IA
Issued 04/09/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/23/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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