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 Skoog is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Trevor has over 12 years of experience in the financial services industry. Trevor is a Series 7, Series 66, Series 24, and Series 4 licensed professional and holds the SIE designation. Trevor provides investment advice to a wide range of clients, including individuals, families, businesses, and institutions. Trevor specializes in portfolio management, financial planning, and retirement planning. Trevor is committed to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
05/29/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
GA
04/03/2007 - 03/30/2018
E*TRADE SECURITIES LLC (ALPHARETTA GA)
NJ
05/05/2010 - 12/05/2013
E*TRADE CLEARING LLC (JERSEY CITY NJ)
GA
02/17/2006 - 01/25/2007
AMERIPRISE FINANCIAL SERVICES, INC. (ALPHARETTA GA)
BOTH
Issued 03/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2009
Series 4 - Registered Options Principal Examination
BC
Issued 03/20/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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