Unclaimed
Trevor James Gregory is a financial advisor at Fidelity Brokerage Services LLC. Trevor has been in the financial services industry for over 2 years and has a wide range of experience in providing investment advice. Trevor is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.
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.
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2
CO
08/06/2021 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
BC
Issued 08/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/25/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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