Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Sutterfield is a financial advisor with Sutterfield Financial Group, Inc. in Bartlesville, OK. Trevor has over 30 years of experience in the financial services industry. Trevor is licensed to provide investment advisory services in Oklahoma and Texas. Trevor is also registered with the Securities and Exchange Commission as an Investment Adviser Representative.
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.
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.
Investment consulting
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.
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OK
01/24/2005 - Present
Sutterfield Financial Group, Inc. (BARTLESVILLE OK)
OK
12/13/2007 - 12/31/2023
PURSHE KAPLAN STERLING INVESTMENTS (BARTLESVILLE OK)
OK
10/01/2002 - 12/13/2007
AMERICAN GENERAL SECURITIES INCORPORATED (BARTLESVILLE OK)
TX
01/20/1995 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NJ
05/26/1992 - 01/05/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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