Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Knudtson is a financial advisor at Raymond James Financial Services Advisors, Inc. Trevor has been in the financial industry since October 2, 2013 and has a background in the industry with previous roles at Bruce A. Lefavi Securities, Inc. and Fidelity Brokerage Services LLC. Trevor is registered in 10 states with a focus on providing financial planning and portfolio management services for individuals, businesses and corporations, pension plans and insurance companies. Trevor specializes in working with clients who have a high net worth and provides hourly & fixed rate consultations in addition to standard financial planning, portfolio management and pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
UT
06/30/2020 - Present
Raymond James Financial Services Advisors, Inc. (SOUTH OGDEN UT)
UT
06/05/2014 - 08/30/2019
BRUCE A. LEFAVI SECURITIES, INC. (SALT LAKE CITY UT)
UT
12/04/2012 - 06/10/2014
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 05/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Trevor Knudtson is the right advisor for you? Invested Better is here to help.
