Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Thomas is an investment advisor representative who has been in the industry since 2008. Trevor is licensed to provide investment advice in Iowa. Trevor works with Avantax Advisory Services and Avantax Planning Partners. Trevor is registered with the state of Iowa. Trevor Thomas is a licensed and experienced investment advisor representative who is dedicated to helping clients reach their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
04/19/2021 - Present
Avantax Advisory Services (Dallas TX)
IA
06/02/2010 - 02/08/2013
AXA ADVISORS, LLC (CEDAR RAPIDS IA)
IA
07/04/2008 - 05/22/2010
PRINCOR FINANCIAL SERVICES CORPORATION (CEDAR RAPIDS IA)
IA
Issued 06/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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