Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Ryan Collins is an Investment Advisor Representative at Wells Fargo Clearing Services, LLC. Trevor has been active in the financial services industry since April 2011, and has a strong track record of success in helping clients achieve their financial goals. He holds a Series 6, Series 7, and Series 66 license and is registered in multiple states across the country. Trevor is dedicated to providing his clients with personalized financial advice and guidance, and he is committed to helping them make informed investment decisions.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
05/25/2021 - Present
Wells Fargo Clearing Services, LLC (WILMINGTON NC)
BOTH
Issued 05/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Trevor Collins is the right advisor for you? Invested Better is here to help.
