Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor John Dunn is a financial advisor at Ameriprise Financial Services, LLC and has been in the financial services industry since 2016. Trevor Dunn holds the Series 7, Series 63, and SIE licenses. Trevor Dunn is registered to provide investment advice in 16 states and is also registered with FINRA. Trevor Dunn is a Certified Financial Planner (CFP) and has specialized experience in retirement planning, insurance, college savings, investment management, and financial planning for small businesses. Trevor Dunn works out of the Bloomington, MN office and provides financial advice to a variety of clients including individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations.
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.
Asset allocation services
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
MN
04/12/2022 - Present
Ameriprise Financial Services, LLC (Bloomington MN)
BC
Issued 12/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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