Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Yocom is a financial advisor at Fidelity Personal And Workplace Advisors with over 25 years of experience in the financial services industry. Trevor holds several licenses and certifications including Series 6, 7, 9, 10, 24, 63, and 66, as well as the SIE exam. Trevor is licensed and registered in Massachusetts, Texas, and Utah. Trevor provides financial advice to individuals, families, and businesses. Trevor specializes in financial planning, investment management, and retirement planning. In addition to his financial services career, Trevor is also a Head Coach for a youth and high school boys lacrosse team.
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.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NH
10/24/2006 - 12/14/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MERRIMACK NH)
RI
01/20/1994 - 10/21/2005
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 12/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/29/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/14/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/4/1996
Series 7 - General Securities Representative Examination
BC
Issued 1/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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