Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Heide is a registered investment advisor with RBC Capital Markets, LLC. Trevor has been in the financial industry since December 10, 2014. Trevor holds the Series 7, 6, and 66 securities licenses and the SIE exam. Trevor is registered in 21 states and has been registered in several other states in the past. Trevor has experience with a variety of clients including individuals, high-net-worth individuals, corporations, insurance companies, pension plans, and charitable organizations. Trevor specializes in providing financial planning, portfolio management, pension consulting, and education seminars. Trevor also has experience with other investment advisors and selection of other advisors. Trevor has worked with a variety of firms in the past including Foreside Fund Services, LLC, Cedar Capital, LLC, and BMO Investment Distributors, LLC.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
IL
12/18/2018 - Present
RBC Capital Markets, LLC (Palos Heights IL)
IL
01/19/2017 - 08/08/2018
BMO INVESTMENT DISTRIBUTORS, LLC (CHICAGO IL)
IL
10/27/2014 - 10/12/2016
FORESIDE FUND SERVICES, LLC (Chicago IL)
NE
09/04/2014 - 10/28/2014
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
BOTH
Issued 09/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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