Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Fultz is a financial advisor with Equitable Advisors, LLC. Trevor is registered with the state of Washington and has been in the industry since November 5, 2020. Trevor previously worked at PFS INVESTMENTS INC. Trevor provides financial planning services, as well as portfolio management for individuals and businesses. Trevor is also registered to provide investment advisory services. Trevor is dedicated to helping clients achieve their financial goals and has a strong understanding of the financial markets.
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.
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2
WA
04/29/2024 - Present
Equitable Advisors, LLC (EVERETT WA)
OH
08/26/2020 - 11/10/2023
PFS INVESTMENTS INC. (WEST CHESTER OH)
BOTH
Issued 03/30/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/26/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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