Unclaimed
Trevis Davie is a financial professional with over 20 years of experience in the industry. Trevis is currently registered with Allstate Financial Services, LLC and holds a Series 6, Series 63, and SIE license. Trevis has been associated with Allstate Financial Services, LLC since August 3, 2001. Trevis specializes in providing financial advice and investment services. Trevis 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.
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.
1
2
OH
08/03/2001 - Present
Allstate Financial Services, LLC (Reynoldsburg OH)
BC
Issued 03/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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