Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Scott Cochrane is a financial advisor who has been in the industry since June 1, 2020. Trevor is currently registered with Osaic Wealth, Inc. and has been since June 14, 2024. Before joining Osaic Wealth, Inc., Trevor was employed by Securities America, Inc. from February 18, 2021 to June 14, 2024 and Cambridge Investment Research, Inc. from June 2, 2020 to February 25, 2021. Trevor has passed the Series 66, Series 7TO and SIE exams. Trevor is registered in 12 states for both securities and investment advisory services. Trevor is also an insurance agent and works with Reverb Financial in a variety of roles.
FORT WORTH, TX
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.
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.
1
2
TX
06/14/2024 - Present
Osaic Wealth, Inc. (FORT WORTH TX)
TX
02/18/2021 - 06/14/2024
SECURITIES AMERICA, INC. (FORT WORTH TX)
CA
06/02/2020 - 02/25/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (SAN RAMON CA)
BOTH
Issued 7/8/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/2/2020
Series 7TO - General Securities Representative Examination
BC
Issued 6/2/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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