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 Smith is an investment advisor representative registered with First Horizon Advisors, Inc. in Cleveland, TN. Trevor has been in the financial industry since 2001. He is a Series 63, Series 7, Series 26, and SIE licensed advisor. Trevor has a diverse background in the financial industry. He has previously worked for National Planning Corporation, FSC Securities Corporation, and Edward Jones. Trevor specializes in providing financial planning, investment advisory services, and insurance products.
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
TN
10/10/2013 - Present
First Horizon Advisors, Inc. (CLEVELAND TN)
CA
04/26/2004 - 07/19/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
GA
11/19/2002 - 05/03/2004
FSC SECURITIES CORPORATION (ATLANTA GA)
MO
07/26/2001 - 11/19/2002
EDWARD JONES (ST. LOUIS MO)
MO
01/30/2001 - 03/09/2001
EDWARD JONES (ST. LOUIS MO)
BC
Issued 02/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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