Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Latulas is a financial advisor with B. Riley Wealth Advisors, Inc. Trevor is registered with the state of Florida, as well as 19 other states. Trevor has been in the industry since September 7, 2011. Trevor is a Series 7, Series 63, and Series 66 licensed holder. Trevor holds professional certifications in securities industry essentials, general securities representative, uniform securities agent state law, and uniform combined state law examinations. Prior to joining B. Riley Wealth Advisors, Inc., Trevor worked at National Securities Corporation and VFinance Investments, 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.
A percentage of the total value of assets under management is charged.
1
2
FL
07/13/2020 - Present
B. Riley Wealth Advisors, Inc. (MIAMI FL)
FL
11/28/2012 - 07/22/2022
NATIONAL SECURITIES CORPORATION (Miami FL)
FL
09/07/2011 - 12/20/2012
VFINANCE INVESTMENTS, INC (MIAMI FL)
BOTH
Issued 07/01/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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