Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Mason is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Trevor has been in the industry for over 8 years and has experience working with a variety of clients, including individuals, corporations, and institutions. Trevor is registered in 53 states and districts, as well as in Texas for investment advisor services. Trevor has passed several industry exams, including the Series 66, Series 7, Series 9, Series 10, and the SIE exam. Trevor has a strong commitment to providing clients with personalized financial advice and guidance.
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
RI
11/23/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LINCOLN RI)
BOTH
Issued 08/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2015
Series 7 - General Securities 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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