Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Dean Johnson is a registered investment advisor with Wells Fargo Clearing Services, LLC and has been in the industry since 1987. Trevor has been registered with Wells Fargo Clearing Services, LLC since 2016. Trevor is also registered as an Investment Advisor Representative in Delaware and Texas. Previously, Trevor was registered with A. G. EDWARDS & SONS, INC., HIBBARD BROWN & CO., INC. and SHERWOOD CAPITAL, INC. Trevor has a total of 33 state securities registrations and 2 state Investment Advisor registrations. Trevor holds Series 31, Series 63, Series 65 and Series 7 licenses. Trevor has also passed the Securities Industry Essentials Examination.
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.
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.
Investment consulting services to institutional clients
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.
1
2
DE
11/27/2012 - Present
Wells Fargo Clearing Services, LLC (NEWARK DE)
DE
06/28/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NEWARK DE)
NA
05/24/1988 - 07/19/1988
HIBBARD BROWN & CO., INC.
NA
08/20/1987 - 05/28/1988
SHERWOOD CAPITAL, INC.
IA
Issued 04/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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