Unclaimed
Trevor Rice is a financial professional with over 12 years of experience in the financial services industry. Trevor is a registered representative with Avantax Investment Services, Inc. and holds the Series 6, Series 63, and SIE licenses. Trevor is currently registered in California.
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
CA
11/24/2010 - Present
Avantax Investment Services, Inc. (STEVENSON RANCH CA)
BC
Issued 01/22/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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