Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Myres is a financial advisor with Avantax Advisory Services. Trevor has been in the financial industry since 2011. Trevor is licensed in Texas and has passed the Series 7 and Series 66 exams. Trevor has a Personal Financial Specialist designation and has experience working for several firms, including Hornor, Townsend & Kent, Inc., Coleman, Horton & Company LLP, Myres CPA PLLC, Mesa Wealth LLC, MESA Advisory Group LLC, SEHM Investments LLC, and Twobar Seven Holdings LLC. Trevor specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and pension and profit-sharing plans.
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
07/24/2024 - Present
Avantax Advisory Services (San Antonio TX)
TX
04/04/2011 - 06/15/2011
HORNOR, TOWNSEND & KENT, INC. (ADDISON TX)
BOTH
Issued 03/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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