Unclaimed
Trevor J Linton is a financial advisor registered with Ameriprise Financial Services, LLC. Trevor has been in the securities industry since July 7, 2004, and has been associated with Ameriprise Financial Services, LLC since July 3, 2018. Trevor is licensed to provide financial and investment advice in a number of states including Kansas, Colorado, Iowa, Missouri, Nebraska, Oklahoma, Oregon, and Texas. Trevor is also registered with the state of Kansas as an Investment Advisor Representative. Prior to joining Ameriprise Financial Services, LLC, Trevor worked for Investment Professionals, Inc. and T. Rowe Price Investment Services, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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.
1
2
KS
07/03/2018 - Present
Ameriprise Financial Services, LLC (Goodland KS)
KS
11/24/2004 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (GOODLAND KS)
MD
02/12/2003 - 06/30/2003
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 03/24/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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