Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Scotto is an investment advisor representative at Fiduciary Financial Group, LLC. Trevor has been with Fiduciary Financial Group, LLC since December of 2016. Trevor is a Certified Financial Planner and has been working in the financial services industry since August of 2016. Prior to joining Fiduciary Financial Group, LLC, Trevor was a sole proprietor and was also employed at DataBricks, Glassdoor, and Marin Wealth Advisors. Trevor is registered in California and Texas. Trevor specializes in providing financial planning, pension consulting, and portfolio management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
06/24/2022 - Present
Fiduciary Financial Group, LLC (SAN RAFAEL CA)
IA
Issued 08/01/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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