Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Anderson is a financial advisor with over 10 years of experience in the industry. He is currently registered with Osaic Wealth, Inc. and holds licenses in several states, including Colorado, Minnesota, North Dakota, and South Dakota. Trevor has a strong background in securities and investment company products. He is committed to providing personalized financial advice to help clients reach their financial goals. Trevor is also a Registered Investment Advisor (RIA) and specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
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2
ND
06/14/2024 - Present
Osaic Wealth, Inc. (FARGO ND)
ND
07/13/2018 - 06/14/2024
SECURITIES AMERICA, INC. (FARGO ND)
ND
11/29/2017 - 07/23/2018
LPL FINANCIAL LLC (FARGO ND)
ND
08/15/2013 - 11/29/2017
NATIONAL PLANNING CORPORATION (FARGO ND)
BOTH
Issued 11/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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