Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Beasley is a financial professional with over eight years of experience in the industry. Trevor holds the Series 7, Series 63, Series 79 and SIE licenses. Trevor specializes in investment management and has extensive experience working with high-net-worth individuals, corporations, and institutions. Trevor currently works at Robert W. Baird & Co. Inc. Prior to this, Trevor worked at PIPER SANDLER & CO. and DELOITTE CORPORATE FINANCE LLC.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
NC
04/26/2024 - Present
Robert W. Baird & Co. Inc. (CHARLOTTE NC)
NC
07/09/2021 - 01/29/2024
PIPER SANDLER & CO. (CHARLOTTE NC)
NC
11/23/2015 - 06/23/2021
DELOITTE CORPORATE FINANCE LLC (CHARLOTTE NC)
BC
Issued 11/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 11/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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