Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Liang is a financial professional with over 15 years of experience in the securities industry. Trevor is currently registered with Foreside Fund Services, LLC in Los Angeles, California. Previously, Trevor worked at Quasar Distributors, LLC in Portland, Maine, Allianz Global Investors Distributors LLC in Newport Beach, California, and WM Financial Services, Inc. in Irvine, California. Trevor holds the Series 7, Series 24, Series 63, and SIE licenses.
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.
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.
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2
CA
01/02/2015 - Present
Foreside Fund Services, LLC (Los Angeles CA)
ME
06/01/2012 - 12/31/2014
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
CA
12/18/2006 - 01/20/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
CA
12/12/2003 - 11/13/2006
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BC
Issued 02/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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