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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevin? Claim Your ProfileTrevin Kent is a financial advisor registered with Thepartners Wealth Management. Trevin is a Certified Financial Planner (CFP) with a Series 7, Series 66 and SIE licenses. Trevin has been in the industry since 2012. Trevin is located in Monterey, California. Trevin's current firm, Thepartners Wealth Management, is based in Monterey, California and is known for providing financial planning, portfolio management, and selection of other advisors. They are a Registered Investment Advisor (RIA) that works with a variety of clients including individuals, high-net-worth individuals, and pension and profit-sharing plans. Trevin has worked for both independent and large broker-dealer firms in the past. Trevin is experienced in providing financial advice and investment strategies to individuals and families, and is committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Tamp program/model manager/sub advisor
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
CA
01/05/2023 - Present
Thepartners Wealth Management (Monterey CA)
CA
06/25/2013 - 11/12/2021
CENTAURUS FINANCIAL, INC. (MONTEREY CA)
BOTH
Issued 03/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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