Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Lawrence Schwartz is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Newport Beach, CA. Trevor has been in the financial services industry since 2012 and holds the Series 63, Series 7TO, and SIE licenses. Trevor is also a Certified Financial Planner. Trevor has experience working with various types of clients including high net worth individuals, corporations, and pension plans. Trevor provides services such as financial planning, portfolio management, and retirement planning. Trevor can be reached at Raymond James Financial Services Advisors, Inc. at 160 Newport Center Drive, Suite 210, Newport Beach, CA 92660-6912.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
05/02/2024 - Present
Raymond James Financial Services Advisors, Inc. (Newport Beach CA)
BC
Issued 04/22/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2024
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2024
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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