Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevis? Claim Your ProfileTrevis Bonnett is a financial advisor with over 13 years of experience in the industry. Trevis is currently registered with Voya Financial Advisors, Inc. in Texas and New York. Trevis has previously worked at Nationwide Investment Services Corporation, VALIC Financial Advisors, Inc., Chase Investment Services Corp., Assent LLC, and AXA Advisors, LLC. Trevis holds Series 63, Series 66, SIE and Series 7 licenses. Trevis provides financial planning services, educational seminars, and portfolio management for individuals and businesses.
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.
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.
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.
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2
TX
04/21/2022 - Present
Voya Financial Advisors, Inc. (Houston TX)
OH
08/19/2013 - 04/19/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
TX
08/03/2012 - 08/08/2013
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
12/09/2010 - 05/17/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
IL
02/04/2010 - 06/11/2010
ASSENT LLC (BOLINGBROOK IL)
TX
05/01/2008 - 07/15/2009
AXA ADVISORS, LLC (HOUSTON TX)
BC
Issued 05/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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