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Trevor Shurlow is a Registered Representative associated with Osaic Wealth, Inc. based in Hudsonville, MI. Trevor has been in the industry since 2018 and holds the Series 66 license. Trevor is a partner in Score Keepers Financial LLC, where the business offers remote bookkeeping services. Trevor has also held positions at EHTC, Enwork, Lettinga & Associates, Granger Group, Pennell CPA, Balans Consulting LLC, Beene Garter, A Doeren Mayhew Firm, and Shurlow Sales & Accounting LLC.
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.
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MI
02/18/2025 - Present
Osaic Wealth, Inc. (Hudsonville MI)
Active
Inactive
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