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Trevor J Lange

Ceros Financial Services, Inc.

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About Trevor J Lange

Trevor Lange is a financial advisor registered with Ceros Financial Services, Inc. Trevor has been working in the financial services industry since 1990. Trevor is registered in Alabama, California, Connecticut, Delaware, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Vermont, and Virginia.

Firm Information

Trevor Lange is currently registered with Ceros Financial Services, Inc.. Ceros Financial Services, Inc. is a Corporation formed in September 1994. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the Securities and Exchange Commission. The firm has reported 3 regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

57

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Trevor Lange’s Registration & Firm History

MD

11/17/2022 - Present

Ceros Financial Services, Inc. (ROCKVILLE MD)

MD

09/14/2021 - 08/01/2022

CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)

NY

03/29/2018 - 11/08/2019

FIFTH THIRD SECURITIES, INC. (NEW YORK NY)

NJ

10/29/2015 - 11/08/2016

BB&T SECURITIES, LLC (HASBROUCK HEIGHTS NJ)

NY

05/29/2008 - 10/30/2015

KEYBANC CAPITAL MARKETS INC. (NEW YORK NY)

NY

06/14/2006 - 04/21/2008

ABN AMRO INCORPORATED (NEW YORK NY)

IL

10/03/2005 - 10/01/2007

LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)

CT

11/29/1995 - 10/05/2005

ABN AMRO INCORPORATED (STAMFORD CT)

NJ

10/22/1986 - 09/29/1995

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 11/05/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Trevor J Lange.
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