Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Bell is a financial advisor at Kestra Advisory Services, LLC, a firm with over 140,000 client accounts and approximately $48 billion in regulatory assets under management. Trevor provides financial planning, pension consulting and selection of other advisors. Trevor has passed the Series 7TO, SIE and Series 66 exams and is licensed to sell securities in Florida. Trevor is also a licensed Medicare agent and the owner of a party supply rental company.
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.
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.
1
2
TX
04/15/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
BOTH
Issued 04/04/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Trevor Bell is the right advisor for you? Invested Better is here to help.
