Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Martin is a financial advisor with Canaccord Genuity LLC. He is licensed to conduct business in Massachusetts and New York. Trevor has been in the industry since 2007 and holds Series 7, 63, SIE and 79TO licenses. Trevor previously worked at AGC Partners, Moelis & Company LLC and UBS Securities 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.
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.
1
2
MA
05/01/2018 - Present
Canaccord Genuity LLC (BOSTON MA)
MA
11/15/2016 - 04/26/2018
AGC PARTNERS (BOSTON MA)
MA
05/20/2014 - 08/03/2016
MOELIS & COMPANY LLC (BOSTON MA)
NY
09/08/2008 - 04/24/2014
UBS SECURITIES LLC (NEW YORK NY)
NY
06/08/2001 - 08/29/2002
MATTHEW J. MURRAY SECURITIES, INC. (NEW YORK NY)
BC
Issued 12/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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