Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Erik Trevor is a financial advisor currently working at Vanguard Advisers, Inc. Steven Erik Trevor has over 29 years of experience in the financial services industry. Steven Erik Trevor has a Series 7, Series 63, Series 65, and Series 66 license.
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.
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
09/09/2021 - Present
Vanguard Advisers, Inc. (Plano TX)
TX
05/23/2020 - 08/03/2021
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
06/13/2014 - 05/23/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
NJ
06/03/2013 - 02/11/2014
THRIVENT INVESTMENT MANAGEMENT INC. (RED BANK NJ)
NJ
08/09/2010 - 02/05/2013
HSBC SECURITIES (USA) INC. (JERSEY CITY NJ)
NJ
07/09/2003 - 05/17/2010
CHARLES SCHWAB & CO., INC. (RED BANK NJ)
NY
07/09/2001 - 06/12/2003
IFMG SECURITIES, INC. (PURCHASE NY)
MO
10/01/2000 - 04/06/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
01/14/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
12/21/1995 - 01/26/1998
SMITH BARNEY INC. (NEW YORK NY)
NY
02/05/1992 - 12/05/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 09/09/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Trevor is the right advisor for you? Invested Better is here to help.
