Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevis? Claim Your ProfileTrevis Clint Rucci is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Encino, California. Trevis has been in the industry since 2005 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Trevis provides financial planning, portfolio management, and other advisory services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
03/05/2012 - Present
Raymond James Financial Services Advisors, Inc. (ENCINO CA)
CA
11/09/2010 - 01/10/2012
NEW ENGLAND SECURITIES (WOODLAND HILLS CA)
CA
12/22/2008 - 10/08/2010
WELLS FARGO ADVISORS, LLC (BEVERLY HILLS CA)
CA
11/09/2005 - 12/26/2008
UBS FINANCIAL SERVICES INC. (ENCINO CA)
MN
09/08/2005 - 11/22/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/08/2005 - 11/22/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/14/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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