Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Kula is a financial advisor in Omaha, Nebraska with over 18 years of experience in the financial services industry. Trevor has a wide range of experience, having worked at firms like Wachovia Securities, LLC, A.G. Edwards & Sons, Inc. and Morgan Stanley DW Inc. Trevor is currently employed at D.A. Davidson & Co. in Omaha, Nebraska.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
NE
10/10/2018 - Present
D.a. Davidson & Co. (OMAHA NE)
NE
01/01/2008 - 10/30/2008
WACHOVIA SECURITIES, LLC (OMAHA NE)
NE
02/22/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OMAHA NE)
NE
05/06/2005 - 02/23/2006
MORGAN STANLEY DW INC. (OMAHA NE)
BOTH
Issued 07/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 09/29/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Trevor Kula is the right advisor for you? Invested Better is here to help.
