Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor McIntyre is a financial advisor with Fidelity Personal and Workplace Advisors. Trevor is registered as a broker-dealer with the Securities and Exchange Commission. Trevor is also licensed to provide investment advisory services in Colorado and Texas. Trevor has been in the financial services industry for 2 years.
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.
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.
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
CO
11/17/2022 - Present
Fidelity Personal AND Workplace Advisors (LONE TREE CO)
BOTH
Issued 04/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Trevor McIntyre is the right advisor for you? Invested Better is here to help.
