Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Yates is a financial advisor at Edward Jones. Trevor has been a registered representative since 2012 and holds both Series 66 and Series 7 licenses. Trevor has specializations in retirement planning, college savings, insurance, and estate planning. Trevor's firm, Edward Jones, has approximately $10 billion - $50 billion in assets under management and services over 27,000 clients. Trevor's firm has offices in many states and provides financial planning, portfolio management, and pension consulting services. Trevor's firm is a registered investment advisor and is regulated by the Securities and Exchange Commission. Trevor's firm, Edward Jones, provides financial planning and investment services to individuals, families, and businesses.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
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.
See schedule d - miscellaneous
1
2
NC
08/13/2012 - Present
Edward Jones (WILMINGTON NC)
BOTH
Issued 06/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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