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 Zellmer is an investment advisor representative registered with Edward Jones in SUAMICO, WI. Trevor Zellmer holds the Series 7TO, Series 63, Series 65, and SIE licenses. Trevor John Zellmer is also registered in Arizona, Colorado, Florida, Georgia, Illinois, Indiana, Michigan, Minnesota, Ohio, Puerto Rico, Tennessee, Texas, Washington, and Wisconsin. Trevor John Zellmer has been in the securities industry since 2022. Prior to joining Edward Jones, Trevor John Zellmer worked at ASSOCIATED INVESTMENT SERVICES, INC. in GREEN BAY, WI. Trevor Zellmer specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, 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.
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.
See schedule d - miscellaneous
1
2
WI
10/16/2023 - Present
Edward Jones (SUAMICO WI)
WI
10/03/2022 - 10/04/2023
ASSOCIATED INVESTMENT SERVICES, INC. (APPLETON WI)
BC
Issued 10/17/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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