Unclaimed
Trevor John Miedema is a financial advisor at Cetera Investment Advisers LLC. Trevor has been in the financial services industry since November 2020 and is registered with the state of Michigan as an Investment Advisor Representative. Trevor holds the Series 66, Series 7TO and SIE licenses. Trevor is a financial professional who has been working with clients in the states of Colorado, Indiana, Michigan, Minnesota, Missouri, Wisconsin, and Wyoming. Trevor has experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Trevor offers a variety of investment advisory services including financial planning and portfolio management.
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.
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MI
03/21/2024 - Present
Cetera Investment Advisers LLC (CALEDONIA MI)
BOTH
Issued 10/07/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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