Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Treva? Claim Your ProfileTreva Likens Walker is a financial advisor with over 20 years of experience in the industry. Treva has been registered with U.S. Bancorp Investments, Inc. since 2007. Before joining U.S. Bancorp Investments, Inc., Treva worked at CHASE INVESTMENT SERVICES CORP. and A.G. EDWARDS & SONS, INC. Treva has earned a number of licenses, including Series 7, Series 24, Series 52TO, Series 53 and Series 66. Treva specializes in providing financial advice to individuals, corporations, businesses, high-net-worth individuals, and trusts. Treva focuses on providing financial planning and portfolio management services. Treva's firm, U.S. Bancorp Investments, Inc., manages over $15 billion in assets and has a team of over 2,000 financial advisors.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
KY
06/29/2007 - Present
U.s. Bancorp Investments, Inc. (Owensboro KY)
KY
09/02/2005 - 08/29/2006
CHASE INVESTMENT SERVICES CORP. (OWENSBORO KY)
MO
02/18/2004 - 06/10/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 02/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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