Unclaimed
Trev Tait Mozingo is a financial advisor who is registered with Fidelity Brokerage Services LLC. Trev has been working in the industry since 2001, and is licensed to provide securities and investment advisory services in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Trev holds the Series 7, Series 63, and SIE exams. Trev's primary branch location is in Salt Lake City, Utah.
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.
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.
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2
UT
01/17/2001 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 02/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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