Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Ikwild is a financial advisor who has been in the industry since 2011. Trevor has a Series 6, 7, and 63 license and has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2014. Previously Trevor worked at MORGAN STANLEY and SIGNATOR INVESTORS, INC.. Trevor holds a Series 65 license and is registered as an investment advisor representative in Virginia and Texas. Trevor provides a variety of services to clients, including financial planning, portfolio management, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
VA
09/29/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LEESBURG VA)
VA
06/11/2013 - 09/15/2014
MORGAN STANLEY (MCLEAN VA)
VA
07/11/2011 - 06/03/2013
SIGNATOR INVESTORS, INC. (HENRICO VA)
IA
Issued 10/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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