Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor James Noble is a financial advisor with over 9 years of experience in the industry. Trevor is currently registered with Orion Portfolio Solutions, LLC and holds a Series 7, Series 63, and Series 65 license. Previously, Trevor was affiliated with SEI Investments Distribution Co., DFA Securities LLC, and TD Ameritrade, Inc. Trevor has experience providing investment advice to individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio management for educational savings & able plans
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NE
06/28/2024 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
PA
10/31/2023 - 06/12/2024
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
CA
01/21/2021 - 10/24/2023
DFA SECURITIES LLC (SANTA MONICA CA)
CA
01/06/2017 - 01/06/2021
TD AMERITRADE, INC. (SAN DIEGO CA)
NY
03/27/2007 - 09/24/2008
JEFFERIES & COMPANY, INC. (NEW YORK NY)
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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