Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Hart has been working in the financial industry since October 10, 1993. Trevor is registered as a broker-dealer and investment advisor in the states of Illinois and Texas, and holds licenses to conduct securities and advisory business in 34 other states. Trevor works for Merrill Lynch, Pierce, Fenner & Smith Inc. and specializes in providing financial and investment services to individuals, businesses, and institutional clients. Trevor has extensive experience in portfolio management and has a strong track record of success.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
07/17/1998 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SCHAUMBURG IL)
IA
Issued 03/05/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/30/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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