Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Emery is an investment advisor representative with Choreo, LLC. Trevor has been in the industry since 1995 and has experience in the financial services industry. Trevor currently holds Series 6, 7, 3, 63, and 65 licenses. Trevor is registered in Colorado, New York and Texas.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to 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.
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2
IL
11/02/2023 - Present
Choreo, LLC (ROCKFORD IL)
CO
11/30/2007 - 09/25/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (DENVER CO)
CO
03/21/2000 - 12/13/2007
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
NY
03/05/1996 - 03/24/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/25/1995 - 12/22/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/11/1999
Series 3 - National Commodity Futures Examination
BC
Issued 03/04/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/24/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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