Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Haga is a financial advisor at Edward Jones. Trevor has been in the financial services industry since 2016 and is registered with both FINRA and the state of North Carolina. Trevor holds the Series 7, Series 66 and SIE licenses. Trevor is a Certified Financial Planner and offers a variety of financial planning services including portfolio management, financial planning and selection of other advisors. Trevor is also registered in Connecticut, Florida, Georgia, Tennessee, Texas, and Virginia. Trevor's previous employment includes Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., BDO USA, LLP and Konica Minolta Business Solutions.
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.
See schedule d - miscellaneous
1
2
NC
10/12/2023 - Present
Edward Jones (REIDSVILLE NC)
NC
08/04/2016 - 06/13/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RALEIGH NC)
BOTH
Issued 08/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/13/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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