Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Saunders is a financial professional with over 15 years of experience in the financial services industry. Trevor is a Certified Financial Planner and a Chartered Financial Consultant. Trevor is currently employed by Darwin Wealth Management and is registered as an Investment Advisor Representative with the firm. Trevor has held several positions with a variety of firms during his career, demonstrating a commitment to providing quality financial advice to clients. Trevor's primary business is the providing financial planning and wealth management to high-net-worth individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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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FL
12/15/2023 - Present
Darwin Wealth Management (TAMPA FL)
CT
07/16/2019 - 12/31/2023
CAPITAL SYNERGY PARTNERS (GLASTONBURY CT)
CA
01/02/2019 - 12/31/2023
CPS FINANCIAL & INSURANCE SERVICES, INC. (IRVINE CA)
CO
06/05/2012 - 12/31/2018
THE LEADERS GROUP, INC. (LITTLETON CO)
NC
03/26/2008 - 02/21/2012
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
BC
Issued 05/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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