Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Conlon is an investment advisor representative with Commonwealth Financial Network, located in Wilmington, Delaware. Trevor has been in the financial industry for over 20 years and has a variety of experience with different firms, including Invest Financial Corporation, FISERV Investor Services, Inc., and Park Avenue Securities LLC. Trevor is registered to provide investment advisory services in Delaware, Pennsylvania, California, Connecticut, Florida, Georgia, Maryland, New Jersey, New York, Oregon, South Carolina, and Virginia.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
DE
01/05/2015 - Present
Commonwealth Financial Network (Wilmington DE)
DE
06/03/2002 - 01/06/2015
INVEST FINANCIAL CORPORATION (WILMINGTON DE)
TX
02/21/2001 - 05/31/2002
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
NY
01/12/2000 - 02/21/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
IA
Issued 03/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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