Unclaimed
Trevor Whitlock is a financial professional with over 13 years of experience in the industry. Trevor is currently registered with Nylife Securities LLC and holds the Series 7TO, SIE, Series 6, and Series 11 licenses. In addition, Trevor recently passed the Series 24 examination in July 2024. Trevor has a strong background in securities trading and investment products, with experience working at both Nylife Securities LLC and NYLIFE DISTRIBUTORS LLC. Trevor is committed to providing personalized financial guidance to clients.
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.
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.
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2
NY
05/23/2017 - Present
Nylife Securities LLC (WHITE PLAINS NY)
NY
04/15/2014 - 05/24/2017
NYLIFE DISTRIBUTORS LLC (NEW YORK NY)
NY
07/05/2010 - 04/17/2014
NYLIFE SECURITIES LLC (NEW YORK NY)
BC
Issued 07/03/2024
Series 24 - General Securities Principal Examination
BC
Issued 11/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/02/2010
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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