Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Lawerence Phillippi is a financial advisor with Hightower Advisors, LLC. Trevor has been in the financial services industry for over 10 years. Trevor specializes in portfolio management, financial planning and treasury management for businesses and individuals. Prior to joining Hightower Advisors, Trevor was a financial advisor with Private Client Services, LLC. Trevor has a strong commitment to providing his clients with personalized service and helping them achieve their financial goals.
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.
Treasury management for corporate 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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
KS
10/31/2022 - Present
Hightower Advisors, LLC (Wichita KS)
IL
01/03/2022 - 01/13/2022
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
KS
09/12/2016 - 12/31/2021
PRIVATE CLIENT SERVICES, LLC (Wichita KS)
KS
07/16/2013 - 09/19/2016
MORGAN STANLEY (WICHITA KS)
KS
06/07/2007 - 04/07/2008
MML INVESTORS SERVICES, INC. (OVERLAND PARK KS)
KS
04/16/2007 - 05/14/2007
MML INVESTORS SERVICES, INC. (LEAWOOD KS)
BOTH
Issued 08/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2013
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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