Unclaimed
Trevor Norton is a financial advisor with over 17 years of experience in the industry. Trevor is currently registered with National Financial Services LLC and Fidelity Brokerage Services LLC. Trevor's primary office is located in Boston, MA. Trevor is a Series 7, Series 63, Series 24 and Series 99TO licensed advisor. Trevor has been registered with FINRA since 2005. Trevor is also registered in 39 states.
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.
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.
1
2
MA
06/04/2020 - Present
National Financial Services LLC (BOSTON MA)
MA
08/07/2008 - 03/25/2011
LPL FINANCIAL LLC (BOSTON MA)
MA
11/23/2005 - 08/12/2008
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BC
Issued 11/28/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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