Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Brody is a financial advisor with over 17 years of experience in the industry. Trevor has a Series 6, 63, and 65 license and holds the SIE designation. Trevor is currently registered with Global Retirement Partners LLC, a firm that provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Prior to joining Global Retirement Partners LLC, Trevor was associated with CETERA ADVISORS LLC and First Allied Securities, Inc. Trevor has a passion for helping his clients achieve their financial goals.
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.
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
IL
09/19/2022 - Present
Global Retirement Partners LLC (Northbrook IL)
IL
09/08/2022 - 09/22/2022
CETERA ADVISORS LLC (Northbrook IL)
IL
03/14/2006 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (Northbrook IL)
IA
Issued 07/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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