Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Javier? Claim Your ProfileJavier Agustin Trevino is a financial advisor with Kestra Advisory Services, LLC, a firm based in Austin, Texas. Javier has been in the financial industry since 2014 and has a broad range of experience, including financial planning, portfolio management, and investment advisory services. He is registered with FINRA and is a Certified Financial Planner. Javier specializes in providing financial advice to individuals, families, and businesses. He helps clients with a variety of financial goals, such as retirement planning, college savings, estate planning, and investment management. Javier is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
1
2
TX
01/30/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
05/23/2020 - 09/22/2022
CHARLES SCHWAB & CO., INC. (Austin TX)
TX
11/06/2014 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
IA
Issued 05/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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