Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Wallner is a financial advisor registered with Private Advisor Group, LLC. Trevor has been working in the financial services industry since 2007. Trevor has a Series 63, Series 66, Series 7, and SIE license. Trevor's firm provides services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Trevor specializes in retirement planning, college savings, estate planning, insurance, and financial planning.
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.
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.
Solicitation/referral
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
IL
08/16/2021 - Present
Private Advisor Group, LLC (Springfield IL)
IL
10/09/2012 - 06/16/2016
CAMBRIDGE INVESTMENT RESEARCH, INC. (SPRINGFIELD IL)
IL
11/01/2010 - 10/09/2012
BENJAMIN F. EDWARDS & COMPANY, INC. (SPRINGFIELD IL)
IL
04/02/2009 - 11/26/2010
SECURITIES AMERICA, INC. (SPRINGFIELD IL)
IL
01/02/2009 - 04/01/2009
MUTUAL SERVICE CORPORATION (SPRINGFIELD IL)
IL
02/06/2007 - 01/09/2009
BRECEK & YOUNG ADVISORS, INC. (SPRINGFIELD IL)
BOTH
Issued 08/05/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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