Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor David Christie is a registered representative and investment advisor representative in the state of Connecticut. Trevor David Christie has been in the financial services industry since 2022 and has passed the Series 7TO, SIE, and Series 66 exams. Trevor David Christie is currently employed at Transamerica Retirement Advisors, LLC, where he is a licensed agent and investment advisor representative. Trevor David Christie has worked for both MassMutual Life Insurance Co and MML Investors Services, LLC in the past. Trevor David Christie specializes in financial planning, portfolio management, and pension consulting. Trevor David Christie is registered to provide investment advisory services in all 50 states and Puerto Rico.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
CT
07/11/2024 - Present
Transamerica Retirement Advisors, LLC (Cromwell CT)
CT
09/30/2022 - 12/31/2023
MML INVESTORS SERVICES, LLC (GLASTONBURY CT)
BOTH
Issued 11/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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