Unclaimed
Trevor Timothy Smith is a financial professional with Pacific Select Distributors, LLC, a firm based in Newport Beach, CA. Trevor has been in the industry since December 21, 2021. Trevor has passed the Series 27, Series 99TO, and SIE exams.
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
CA
12/21/2021 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
BC
Issued 11/22/2022
Series 27 - Financial and Operations Principal Examination
BC
Issued 12/21/2021
Series 99TO - Operations Professional Examination
BC
Issued 11/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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