Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Kleineahlbrandt is a financial professional with over 30 years of experience in the financial services industry. Trevor is currently registered with Western International Securities, Inc. and has been with the firm since 2002. Trevor is a Registered Representative and Investment Advisor Representative for Western International Securities, Inc. in California and is also an Investment Advisor Representative in Texas. Trevor has held previous positions with UBS PaineWebber Inc., A. G. Edwards & Sons, Inc., and Smith Barney Inc. Trevor is dedicated to providing his clients with personalized financial advice and investment management services.
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.
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
CA
07/18/2023 - Present
Western International Securities, Inc. (Pasadena CA)
NJ
03/22/1996 - 04/05/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MO
01/05/1996 - 02/15/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
10/06/1993 - 12/14/1995
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/26/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Trevor Kleineahlbrandt is the right advisor for you? Invested Better is here to help.
