Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Brandon Vollstedt is a financial advisor who has been in the industry since 2001. Trevor is currently registered with Wells Fargo Clearing Services, LLC and holds Series 7 and Series 66 licenses. Trevor has previously worked for WELLS FARGO INVESTMENTS, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Trevor is a Certified Financial Planner and specializes in investments, retirement planning, insurance, and estate planning.
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
NV
01/11/2018 - Present
Wells Fargo Clearing Services, LLC (LAS VEGAS NV)
NV
05/15/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PAHRUMP NV)
NV
12/09/2003 - 05/19/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (LAS VEGAS NV)
MN
04/23/2001 - 04/30/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/23/2001 - 04/30/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/25/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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