Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Rupe is an Investment Advisor Representative with Parkway Advisors, LP in Abilene, Texas. Trevor is a registered investment advisor representative in Texas. Trevor has been in the industry since October 2011. Trevor has passed the Series 63, Series 66, and Series 7 examinations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting
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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TX
03/24/2016 - Present
Parkway Advisors, LP (Abilene TX)
TX
10/07/2011 - 10/22/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 09/05/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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