Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Bryce Darley is a financial advisor with over 8 years of experience in the industry. Currently, Trevor is an Investment Advisor Representative with Fidelity Personal And Workplace Advisors in Salt Lake City, Utah. Trevor is registered to offer securities advice in 52 states and the District of Columbia. Before joining Fidelity, Trevor was registered with Morgan Stanley in South Jordan, Utah and Taylor Management in Columbus, Ohio. Trevor is licensed to offer securities advice in Texas and Utah. Trevor has successfully completed the Series 66, Series 63, Series 10, Series 9, SIE, and Series 7 exams. Trevor holds the designations of Registered Representative and Investment Advisor Representative.
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
UT
06/18/2019 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
UT
07/15/2015 - 11/04/2015
MORGAN STANLEY (SOUTH JORDAN UT)
BOTH
Issued 10/31/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/20/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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