Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trever? Claim Your ProfileTrever Peterson is a financial advisor who has been in the industry since 2007. Trever is currently registered with IP Financial Advisory Services LLC. Previously, Trever has worked with Equitable Advisors, LLC, LPL Financial LLC, LPL Financial Corporation, CUNA Brokerage Services, Inc., and World Group Securities, Inc. Trever is a registered representative of IP Financial Advisory Services LLC. Trever is also a Registered Investment Advisor representative. Trever specializes in offering financial advice and services to individuals, businesses, and retirement plans.
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.
Consulting services to qualified retirement plans
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.
Recurring fees
1
2
NC
02/16/2023 - Present
IP Financial Advisory Services LLC (CHARLOTTE NC)
UT
06/05/2020 - 02/16/2023
EQUITABLE ADVISORS, LLC (SALT LAKE CITY UT)
ID
08/29/2012 - 05/14/2020
LPL FINANCIAL LLC (AMMON ID)
ID
12/10/2007 - 12/16/2008
LPL FINANCIAL CORPORATION (IDAHO FALLS ID)
ID
01/08/2007 - 12/10/2007
CUNA BROKERAGE SERVICES, INC. (IDAHO FALLS ID)
GA
02/10/2006 - 12/14/2006
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BOTH
Issued 09/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/09/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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