Unclaimed
Trevor High is a financial advisor at Edward Jones. Trevor is a CERTIFIED FINANCIAL PLANNER™ professional, licensed in Ohio, and active in the financial services industry since 2017. Trevor has been registered with Edward Jones since 2018. Trevor also has past experience with AXA Advisors, LLC. Trevor is a registered representative and investment advisor representative with Edward Jones. Trevor focuses on providing financial advice for individuals and families. Trevor has experience in the following areas: financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
See schedule d - miscellaneous
1
2
OH
02/02/2018 - Present
Edward Jones (PORTSMOUTH OH)
NC
09/26/2016 - 12/06/2016
AXA ADVISORS, LLC (RALEIGH NC)
BOTH
Issued 10/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2016
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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