Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Patrick Dunn is a registered investment advisor representative and holds FINRA Series 7, 63 and 66 licenses. Trevor has been in the securities industry since July 2021 and is currently employed with T. Rowe Price Advisory Services, Inc.. Trevor is registered to provide investment advice in 53 states and is also an active IA. He is a financial planner specializing in both individual and business portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
MD
01/06/2023 - Present
T. Rowe Price Advisory Services, Inc. (Owings Mills MD)
BOTH
Issued 01/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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