Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Thompson is a financial advisor with over 20 years of experience in the financial services industry. Trevor holds Series 7, 63, 66, and SIE licenses and is registered in California, Michigan, and Utah. Trevor is currently employed with Finalis Securities LLC. Prior to joining Finalis Securities, Trevor was a Registered Representative at MSC - BD, LLC and previously worked at Thrivent Investment Management Inc. Trevor has a strong background in investment banking and is committed to providing personalized financial advice to his clients.
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.
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.
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2
NY
08/15/2021 - Present
Finalis Securities LLC (New York NY)
OR
02/21/2019 - 08/05/2021
MSC - BD, LLC (TUALATIN OR)
MN
05/09/2003 - 07/27/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BC
Issued 11/26/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 02/21/2019
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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