Unclaimed
Trevor Kennedy is a financial advisor with Phx Financial, Inc. Trevor has been in the industry since 2024. Trevor is registered with FINRA and the states of New York, New Jersey and North Carolina. Trevor holds the Series 7TO, Series 63 and SIE licenses. Trevor is located in Hauppauge, New York.
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.
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.
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2
NY
04/22/2024 - Present
PHX Financial, Inc. (Hauppauge NY)
BC
Issued 05/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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