Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor McIntosh is a financial advisor at ADP Broker-Dealer, Inc. Trevor has been in the financial industry since 2023 and holds the Series 6, Series 7, and Series 63 licenses. Trevor is registered in 51 states and is committed to helping clients achieve their financial goals.
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.
1
2
PA
10/02/2023 - Present
ADP Broker-Dealer, Inc. (Allentown PA)
TX
05/19/2023 - 09/18/2023
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 10/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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