Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Bruce Hanson is a financial advisor registered with Raymond James Financial Services Advisors, Inc., based in Salt Lake City, UT. Trevor has over 17 years of experience in the financial services industry. Trevor's areas of expertise include financial planning, portfolio management, and retirement planning. Trevor holds Series 6, 7, and 66 securities licenses, and is registered in 19 states and the District of Columbia. In addition to Raymond James, Trevor has previously worked with Wells Fargo Advisors, LLC, Key Investment Services LLC, and LPL Financial LLC.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
UT
07/31/2024 - Present
Raymond James Financial Services Advisors, Inc. (Salt Lake City UT)
UT
11/12/2015 - 07/30/2024
LPL FINANCIAL LLC (SALT LAKE CITY UT)
UT
03/15/2011 - 11/11/2015
KEY INVESTMENT SERVICES LLC (MURRAY UT)
UT
01/03/2011 - 03/03/2011
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
09/01/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
05/13/2008 - 09/01/2010
KEY INVESTMENT SERVICES LLC (MURRAY UT)
UT
12/14/2006 - 04/25/2008
CHASE INVESTMENT SERVICES CORP. (TAYLORSVILLE UT)
BOTH
Issued 05/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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