Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trever? Claim Your ProfileTrever Sipperly is a financial advisor at Rockefeller Financial LLC. Trever has been in the financial industry since 2012. Trever is registered with the state of New York as a Registered Investment Advisor. Trever is also registered with the state of Texas as a Registered Investment Advisor. Trever is a Series 66, Series 7 and Series 31 licensed advisor. Trever has been a financial advisor at Morgan Stanley and Merrill Lynch. Trever specializes in providing financial planning services to individuals, corporations, and charitable organizations. Trever also provides portfolio management services for businesses and individuals.
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.
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2
NY
02/03/2021 - Present
Rockefeller Financial LLC (New York NY)
NY
12/21/2012 - 03/19/2020
MORGAN STANLEY (NEW YORK NY)
NY
01/02/2012 - 02/28/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 12/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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