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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trever? Claim Your ProfileTrever Helmstead is a financial advisor at Kovitz Investment Group Partners, LLC. Trever has been in the financial services industry since 2004 and has a wide range of experience in providing financial advice to individuals and families. He has a strong understanding of the financial markets and a proven track record of helping clients achieve their financial goals. Trever is a Certified Financial Planner and a Chartered Financial Analyst. He is committed to providing his clients with personalized financial advice that meets their specific needs. Trever is registered with the state of Michigan and is also licensed to sell securities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
MI
03/19/2024 - Present
Kovitz Investment Group Partners, LLC (Southfield MI)
MI
06/26/2008 - 10/18/2016
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
MI
04/16/2004 - 02/07/2007
THE HUNTINGTON INVESTMENT COMPANY (CANTON MI)
BC
Issued 04/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/31/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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