Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Ramsey Whitmire is a financial advisor with Principal Securities, Inc. based in Charlotte, NC. Trevor has been in the financial industry since 2014 and holds Series 6, 7, 66 and SIE licenses. Trevor is a registered representative of Principal Securities, Inc. and offers investment advisory services through Principal Global Investors, Inc. Prior to joining Principal, Trevor worked at Ameriprise Financial Services, Inc. Trevor specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NC
03/05/2021 - Present
Principal Securities, Inc. (Charlotte NC)
NC
05/23/2014 - 10/23/2014
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 09/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/04/2021
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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