Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Mcginn Warner is a financial advisor with Fidelity Personal And Workplace Advisors. Trevor has over 5 years of experience in the financial services industry. Trevor is registered with the state of Texas as an investment advisor representative. Trevor is also registered with the state of Texas as a securities agent. Trevor's previous experience includes working for Equitable Advisors, LLC. Trevor offers a variety of financial planning services to individuals and businesses, including portfolio management, financial planning, educational seminars, and selection of other advisors.
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
TX
02/08/2023 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
06/21/2017 - 09/28/2022
EQUITABLE ADVISORS, LLC (DALLAS TX)
IA
Issued 05/12/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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