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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Darryl Mathias is a financial advisor with over 25 years of experience in the industry. Trevor has a broad range of experience in the financial services industry and is registered with Morgan Stanley. Trevor's experience includes working at Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., UBS Financial Services Inc., and American Frontier Financial Corporation. Trevor specializes in providing financial advice to individuals, businesses, and institutions. Trevor holds a Series 7, Series 31, Series 63, and Series 65 license. Trevor is also a Registered Representative and Investment Advisor Representative for Morgan Stanley.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
06/01/2009 - Present
Morgan Stanley (Chicago IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
09/01/2006 - 04/02/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
IL
08/24/1998 - 09/12/2006
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
CO
06/05/1996 - 08/27/1998
AMERICAN FRONTEER FINANCIAL CORPORATION (DENVER CO)
IA
Issued 11/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/04/1996
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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