Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Jones is a financial advisor with Ameriprise Financial Services, LLC. Trevor has been in the industry since 2008. Trevor is registered as a Registered Representative and Investment Advisor Representative in New Jersey and Texas. Trevor is a Certified Financial Planner. Trevor has experience in providing financial advice to individuals, businesses, pension and profit-sharing plans, corporations and other businesses, charitable organizations, insurance companies, trusts and estates, and state or municipal government entities. Trevor previously worked at UBS Financial Services Inc.
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
NJ
04/19/2013 - Present
Ameriprise Financial Services, LLC (Bedminster NJ)
NJ
10/01/2008 - 04/29/2013
UBS FINANCIAL SERVICES INC. (BEDMINSTER NJ)
BOTH
Issued 06/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/25/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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