Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevin? Claim Your ProfileTrevin Panaia is a financial advisor registered with LPL Financial LLC and has been in the industry since 2001. Trevin has held various positions with firms such as HORNOR, TOWNSEND & KENT, INC. and FINANCIAL NETWORK INVESTMENT CORPORATION. Trevin has a range of product and state licenses, including Series 6, 7, 63, and 65 licenses. Trevin holds both Broker-Dealer and Investment Adviser Representative registrations. Trevin's current firm, LPL Financial LLC, is a large firm with over $50 billion in assets under management and over 1 million client accounts.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
08/30/2016 - Present
LPL Financial LLC (HORSHAM PA)
PA
10/14/2011 - 09/02/2016
HORNOR, TOWNSEND & KENT, INC. (CONSHOHOCKEN PA)
NJ
06/02/2008 - 09/30/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (MT LAUREL NJ)
NJ
10/17/2002 - 06/10/2008
PRINCOR FINANCIAL SERVICES CORPORATION (MARLTON NJ)
DE
01/25/2001 - 10/24/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 05/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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