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 Stone is a financial advisor with Parkshore Wealth Management. Trevor has been in the industry for several years and has a background in general contracting and heating and air. Trevor holds a Certified Financial Planner designation. Trevor is registered with the state of California and Texas. Trevor specializes in providing financial planning, portfolio management, and tax preparation services. Trevor works with a variety of clients, including individuals, businesses, and retirement plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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.
Retainer fees
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CA
05/10/2022 - Present
Parkshore Wealth Management (GRANITE BAY CA)
BC
Issued 04/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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