Unclaimed
Trevor Mooney is a financial professional with over 10 years of experience in the industry. Trevor is currently registered with Jackson National Life Distributors LLC in Franklin, Tennessee. Trevor has held previous positions with Curian Clearing, LLC in Denver, Colorado, and Rockwell Securities LLC in New York, New York. Trevor has passed the Series 63, Series 7, and SIE exams.
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.
1
2
TN
08/12/2015 - Present
Jackson National Life Distributors LLC (FRANKLIN TN)
CO
11/21/2014 - 07/31/2015
CURIAN CLEARING, LLC (DENVER CO)
CO
12/12/2012 - 04/29/2013
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
NY
11/21/2011 - 10/02/2012
ROCKWELL SECURITIES LLC (NEW YORK NY)
BC
Issued 01/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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