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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Arnold is a financial advisor with Fidelity Personal and Workplace Advisors in Westlake, TX. Trevor has been in the securities industry since August 2018 and has a Series 7, Series 63, and Series 66 license. Trevor also holds a SIE license. Trevor specializes in Financial planning, Portfolio Management for individuals and businesses, Educational seminars, and Selection of other advisors. Previously, Trevor was a financial advisor with AXA Advisors, LLC in Dallas, TX. Trevor has a strong understanding of the financial markets and can provide customized financial advice to help clients achieve their goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
03/17/2020 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
06/28/2018 - 01/02/2019
AXA ADVISORS, LLC (DALLAS TX)
BOTH
Issued 04/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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