Unclaimed
Trevor Larowe is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Trevor has been working in the financial services industry since 2005, and has been registered with several firms including J.P. Morgan Securities LLC and Pruco Securities, LLC. Trevor's expertise is focused on helping individual and institutional clients with their investment needs. Trevor is a registered representative with the State of Washington and is licensed to offer financial advice in multiple states, including Arizona, Arkansas, California, Florida, Massachusetts, Minnesota, Utah, and Washington.
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.
Investment consulting services to institutional clients
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.
1
2
WA
10/25/2022 - Present
Wells Fargo Clearing Services, LLC (SEATTLE WA)
WA
04/21/2022 - 10/21/2022
PRUCO SECURITIES, LLC. (BELLEVUE WA)
WA
05/02/2016 - 04/18/2022
J.P. MORGAN SECURITIES LLC (Kent WA)
WA
01/03/2011 - 05/05/2016
WELLS FARGO ADVISORS, LLC (SEATTLE WA)
WA
01/27/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
OR
10/28/2004 - 08/08/2008
WELLS FARGO INVESTMENTS, LLC (TIGARD OR)
BOTH
Issued 03/11/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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