linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Trevor Scott Levy

H.c.wainwright & CO., LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Trevor? Claim Your Profile

About Trevor Scott Levy

Trevor Levy is a registered representative with H.c.wainwright & Co., LLC. Trevor holds Series 7, Series 63, and Series 79TO licenses. Trevor's professional career in the financial services industry began on January 10, 2022. Trevor is registered in New York.

Firm Information

Trevor Levy is currently registered with H.c.wainwright & CO., LLC. H.c.wainwright & CO., LLC is a Limited Liability Company that was formed in April 2013. They are registered to conduct business in all 50 U.S. states, the District of Columbia, Puerto Rico, and the Virgin Islands. They are also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Trevor Levy’s Registration & Firm History

NY

01/11/2022 - Present

H.c.wainwright & CO., LLC (NEW YORK NY)

Not sure if Trevor Scott Levy is right for you?

Licenses & Designations

BC

Issued 02/11/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/09/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/11/2022

Series 7TO - General Securities Representative Examination

BC

Issued 08/14/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trevor Scott Levy.
Not sure if Trevor Scott Levy is right for you?