Unclaimed
Trevor Hallas is a financial advisor with Neuberger Berman BD LLC. Trevor has been in the industry since 2021 and holds Series 7TO, SIE and Series 66 licenses. Trevor has previous experience with Janney Montgomery Scott LLC. Trevor is registered to provide investment advice in Arizona, Connecticut, Florida, Maryland, New Jersey, New Mexico, New York, Pennsylvania, Rhode Island, South Carolina, and Virginia.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
08/15/2022 - Present
Neuberger Berman BD LLC (NEW YORK NY)
NY
07/28/2021 - 08/17/2022
JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)
BOTH
Issued 01/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
Not sure Trevor Hallas is the right advisor for you? Invested Better is here to help.