Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Looney is a financial advisor with Fidelity Personal and Workplace Advisors. Trevor has been in the financial industry since 2007 and holds a Series 7, Series 66, and SIE license. Trevor is also a Certified Financial Planner. Trevor has worked for several firms including Umpqua Investments, Ameriprise Financial Services, Inc., Key Investment Services LLC, and Wells Fargo Advisors Financial Network, LLC. Trevor specializes in Retirement Planning, College Savings, Estate Planning, Insurance and Annuities.
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.
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
OR
09/29/2023 - Present
Fidelity Personal AND Workplace Advisors (TIGARD OR)
OR
10/25/2018 - 03/31/2021
UMPQUA INVESTMENTS, INC. (PORTLAND OR)
OR
09/14/2016 - 05/14/2018
AMERIPRISE FINANCIAL SERVICES, INC. (LAKE OSWEGO OR)
OR
09/15/2015 - 08/15/2016
KEY INVESTMENT SERVICES LLC (TIGARD OR)
OR
02/22/2013 - 09/16/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LAKE OSWEGO OR)
CA
09/18/2012 - 11/09/2012
GBS FINANCIAL CORP. (SANTA ROSA CA)
OR
03/14/2007 - 10/03/2011
UMPQUA INVESTMENTS, INC. (PORTLAND OR)
BOTH
Issued 04/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Trevor Looney is the right advisor for you? Invested Better is here to help.
