Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Lee Scott is a registered investment advisor representative for Peak American Investment Advisors, Inc. Trevor has been in the financial services industry for over 2 years and has a Series 66, Series 7TO and SIE license. Trevor previously worked at Goldman Sachs & Co. LLC and has experience working in the financial services industry. Trevor is committed to providing clients with personalized financial advice and services.
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.
Helps you choose top advisors aligned with your financial goals.
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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TX
01/23/2025 - Present
Peak American Investment Advisors, Inc. (PLANO TX)
MI
10/18/2021 - 12/01/2023
GOLDMAN SACHS & CO. LLC (Troy MI)
BOTH
Issued 11/20/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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