Unclaimed
Trever Dodd is a financial advisor with Eagle Strategies LLC, registered to provide financial and investment advice in South Dakota and Iowa. Trever is a Series 7TO and Series 66 licensed advisor. Trever Dodd's experience in the financial services industry dates back to June 2021, when he began working for Kruse Financial Group. Trever has worked in various roles since then, including at State Farm, Boyd Jones Construction and Morningside University.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
SD
09/14/2022 - Present
Eagle Strategies LLC (DAKOTA DUNES SD)
BOTH
Issued 9/3/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 3/26/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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