Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Harris is a registered investment advisor representative with PFS Investments Inc. Trevor has been in the financial industry since October 23, 2019. Trevor has a Series 63, Series 65, Series 26 and Series 6TO licenses and is registered in Florida, Massachusetts, New Hampshire, New York and South Carolina.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
05/10/2023 - Present
PFS Investments Inc. (METHUEN MA)
IA
Issued 04/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/24/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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