Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Heitland is an active Investment Advisor Representative with BFC Planning, Inc. Trevor is registered in Iowa and has been in the financial industry since April 2021. The advisor's current employment is with BFC Planning, Inc., located in Cedar Rapids, IA. Trevor Heitland has a Series 66, Series 7TO, and SIE license. The advisor's services include financial planning, selection of other advisors, and portfolio management for individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Solicitor fee
1
2
IA
10/19/2021 - Present
BFC Planning, Inc. (CEDAR RAPIDS IA)
BOTH
Issued 09/27/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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