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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Kenneth Kern is a financial advisor registered with Commonwealth Financial Network and Zeller Kern Wealth Advisors. Trevor has been in the financial industry since 2001. Trevor is registered as an investment advisor representative in 18 states including California, Florida, Arizona, Georgia, and Texas. Trevor has passed the Series 63, 66, 7, 30, and 31 exams and the Securities Industry Essentials Examination. Trevor is a vice president and part owner of Zeller Kern Wealth Management, 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/03/2007 - Present
Commonwealth Financial Network (Gold River CA)
CA
09/07/2001 - 05/04/2007
A. G. EDWARDS & SONS, INC. (SACRAMENTO CA)
BOTH
Issued 02/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2007
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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