Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Sharp is a financial professional with over 5 years of experience in the financial industry. Trevor is registered with Charles Schwab & CO., Inc. as a Registered Representative. Trevor is currently licensed in Arizona and California, and holds Series 3, 7, 9, 10, 34, 66, and SIE licenses. Trevor is also licensed as an Investment Advisor Representative in Arizona and California. Trevor has a broad range of experience and is committed to providing his clients with the highest quality of service. Trevor has provided services for individuals, high-net-worth individuals, insurance companies, investment companies, charitable organizations, other investment advisors, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit-sharing plans, corporations or other businesses, state or municipal government entities, and sovereign wealth funds and foreign official institutions. Trevor's firm, Charles Schwab & CO., Inc. is a national firm with over $50 billion in assets under management. The firm provides a wide range of financial services, including financial planning, investment management, and retirement planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
12/21/2018 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BOTH
Issued 12/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/27/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/22/2024
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 05/24/2023
Series 3 - National Commodity Futures Examination
BC
Issued 11/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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