Unclaimed
Trevor Walsh is a registered representative with Citizens JMP Securities, LLC. Trevor has been in the industry since September 15, 2021, and holds the Series 63, 86, 87 and SIE licenses. Trevor is currently 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.
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
CA
09/16/2021 - Present
Citizens JMP Securities, LLC (SAN FRANCISCO CA)
BC
Issued 10/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2021
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/29/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/08/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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