Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Allinson is a financial professional with over six years of experience in the industry. Trevor is currently registered with Wolfe Research Securities in Cottleville, Missouri. Trevor previously worked at WELLS FARGO SECURITIES, LLC in St Charles, Missouri and ROBERT W. BAIRD & CO. INCORPORATED in Cincinnati, Ohio. Trevor holds the Series 66, 7, 24, 87, 99TO, and SIE licenses. Trevor is licensed in Missouri and New York.
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.
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MO
01/21/2021 - Present
Wolfe Research Securities (Cottleville MO)
MO
09/28/2018 - 01/07/2021
WELLS FARGO SECURITIES, LLC (St Charles MO)
OH
09/01/2016 - 08/17/2018
ROBERT W. BAIRD & CO. INCORPORATED (CINCINNATI OH)
BOTH
Issued 10/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/12/2018
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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