Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevis? Claim Your ProfileTrevis Willis is a financial advisor registered with Fidelity Brokerage Services LLC. Trevis has been working in the financial services industry since May 2003. Trevis is licensed to sell securities in 20 states and holds Series 6, 7, 63 and 65 licenses, as well as the SIE exam. Trevis previously worked at Fidelity Investments Institutional Services Company, Inc., NatCity Investments, Inc., and AFS Brokerage, Inc.
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
KY
01/01/2008 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
KY
03/23/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
KY
08/18/2003 - 03/02/2007
NATCITY INVESTMENTS, INC. (LOUISVILLE KY)
TX
05/06/2003 - 10/16/2003
AFS BROKERAGE, INC. (AUSTIN TX)
IA
Issued 09/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/02/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Trevis Willis is the right advisor for you? Invested Better is here to help.
