Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Ebert is a financial advisor at Wells Fargo Clearing Services, LLC. Trevor has been in the financial services industry since January 2017, and is registered with FINRA and the state of Minnesota. Trevor has a Series 63, Series 65, and Series 7 licenses. Trevor specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutions. Trevor is committed to helping clients reach their financial goals through personalized financial advice and investment strategies.
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.
Investment consulting services to institutional clients
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
MN
03/17/2020 - Present
Wells Fargo Clearing Services, LLC (SAINT PAUL MN)
IA
Issued 03/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/10/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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