Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Terrell is a financial professional with over 10 years of experience in the industry. Trevor currently works at Foreside Fund Services, LLC. Previously, Trevor worked at Quasar Distributors, LLC, Elkhorn Securities, LLC, Cape Securities Inc., and Invesco Distributors, Inc. Trevor is licensed in 52 states and holds Series 7, Series 24, Series 63, and Series 66 licenses.
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.
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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2
IL
10/04/2017 - Present
Foreside Fund Services, LLC (Wheaton IL)
ME
08/01/2017 - 09/18/2017
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
IL
05/05/2014 - 06/20/2017
ELKHORN SECURITIES, LLC (wheaton IL)
IL
10/22/2013 - 05/08/2014
CAPE SECURITIES INC. (WHEATON IL)
IL
07/09/2010 - 09/12/2013
INVESCO DISTRIBUTORS, INC. (DOWNERS GROVE IL)
BOTH
Issued 01/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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