Unclaimed
Trevor McDonough is an active broker with over 15 years of experience in the financial industry. Trevor has a strong background in securities trading and research analysis. Trevor is currently registered with Morgan Stanley & Co. LLC. Trevor holds a variety of licenses and certifications including Series 3, 7, 86, 87, 55, 57TO, and SIE. Trevor is registered in all states except Iowa. Trevor is dedicated to providing clients with personalized financial advice and guidance.
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.
1
2
CA
07/22/2014 - Present
Morgan Stanley & Co. LLC (San Francisco CA)
CA
09/04/2013 - 05/27/2014
MBSC SECURITIES CORPORATION (SAN FRANCISCO CA)
NY
06/06/2008 - 08/15/2013
UBS SECURITIES LLC (NEW YORK NY)
BC
Issued 06/16/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2011
Series 3 - National Commodity Futures Examination
BC
Issued 12/22/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/01/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/23/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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