Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Young is a financial advisor with over 20 years of experience in the industry. Trevor is currently registered with LPL Financial LLC and has been with the firm since August 2020. Prior to LPL, Trevor worked for several other firms including Royal Alliance Associates, Inc., Signator Investors, Inc., MSI Financial Services, Inc., and New England Securities. Trevor is licensed to sell securities in Alabama, California, Florida, Idaho, Illinois, Missouri, North Carolina, Ohio, Pennsylvania, South Carolina, and West Virginia.
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.
Consulting and other non-discretionary advisory services
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
PA
08/07/2020 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
11/02/2018 - 08/11/2020
ROYAL ALLIANCE ASSOCIATES, INC. (PITTSBURGH PA)
PA
08/05/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (PITTSBURGH PA)
PA
01/02/2015 - 08/10/2016
MSI FINANCIAL SERVICES, INC. (PITTSBURGH PA)
PA
09/15/2005 - 01/02/2015
NEW ENGLAND SECURITIES (PITTSBURGH PA)
IL
10/28/2003 - 05/19/2005
ASSENT LLC (BOLINGBROOK IL)
NY
03/22/2001 - 10/21/2003
WORLDCO, L.L.C. (NEW YORK NY)
BC
Issued 09/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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