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Trevor Sotell

Sanctuary Securities, Inc.

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About Trevor Sotell

Trevor Sotell is a financial advisor with Sanctuary Securities, Inc. Trevor has been in the financial industry since June 24, 2016. Trevor is registered with FINRA and is licensed in 51 states. Trevor's previous experience includes working at CION SECURITIES, LLC in New York, NY.

Firm Information

Trevor Sotell is currently registered with Sanctuary Securities, Inc.. Sanctuary Securities, Inc. is a corporation formed on March 7, 1978, and is registered in all 50 states, as well as Puerto Rico and the District of Columbia. The firm has a history of regulatory events, with 19 disclosures related to such events, and has been involved in 9 arbitrations and 1 bond disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

64

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.

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Trevor Sotell’s Registration & Firm History

IN

07/17/2024 - Present

Sanctuary Securities, Inc. (INDIANAPOLIS IN)

NY

04/05/2016 - 04/26/2024

CION SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/25/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/28/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trevor Sotell.
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