Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Allen is a registered representative of Bofa Securities, Inc. with over 4 years of experience in the financial services industry. Trevor holds Series 63, SIE, and Series 79 licenses. Before joining Bofa Securities, Inc. Trevor was associated with Jefferies LLC. Trevor is registered in California.
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.
Research-related 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.
Negotiated fees for research-related services
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2
CA
10/23/2021 - Present
Bofa Securities, Inc. (SAN FRANCISCO CA)
CA
09/11/2017 - 03/08/2021
JEFFERIES LLC (SAN FRANCISCO CA)
BC
Issued 09/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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