Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Parker is a financial advisor in Tigard, Oregon. Trevor has been working in the financial services industry since July 1993. Trevor is registered as an Investment Advisor Representative with Cetera Investment Advisers LLC and is licensed in Oregon, Texas, and other states. Trevor has experience with a range of services, including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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2
OR
06/19/2019 - Present
Cetera Investment Advisers LLC (TIGARD OR)
OR
07/28/1993 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
IA
Issued 07/11/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/19/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/03/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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