Unclaimed
Trevor McDonald is a securities professional with a strong background in the financial industry. Trevor is a registered representative of Fidelity Brokerage Services LLC, a leading financial services firm. Trevor holds Series 7TO, SIE and Series 63 licenses, demonstrating a commitment to professional development and knowledge. Trevor is licensed in 53 states.
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.
1
2
UT
03/06/2020 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 04/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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