Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mario? Claim Your ProfileMario Alonzo Trevino is a registered representative and investment advisor representative with Navy Federal Investment Services, LLC. Mario has been in the industry since January 30, 2005 and has experience providing financial advice to both individuals and businesses. Mario holds Series 7 and Series 66 licenses, as well as the Securities Industry Essentials Examination (SIE). In addition to his work with Navy Federal Investment Services, LLC, Mario has held previous positions with Cetera Investment Services LLC, Investment Centers of America, Inc., CUNA Brokerage Services, Inc., Raymond James Financial Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
A percentage of the total value of assets under management is charged.
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VA
04/22/2022 - Present
Navy Federal Investment Services, LLC (Vienna VA)
FL
09/21/2015 - 07/07/2017
CETERA INVESTMENT SERVICES LLC (TAMPA FL)
FL
07/01/2010 - 09/21/2015
INVESTMENT CENTERS OF AMERICA, INC. (PLANT CITY FL)
FL
04/12/2010 - 07/02/2010
CUNA BROKERAGE SERVICES, INC. (PLANT CITY FL)
FL
06/19/2009 - 01/11/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (SEBRING FL)
FL
10/28/2004 - 06/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEBRING FL)
BOTH
Issued 03/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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