Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Vail is an active financial advisor with Edward Jones. Trevor has been in the financial services industry since June 2015. Trevor is licensed to provide investment advice in multiple states including Colorado, Arizona, Arkansas, Florida, Indiana, Iowa, Massachusetts, South Dakota and Utah. Trevor previously worked at J.P. Morgan Securities LLC and AXA Advisors, LLC. Trevor is a registered principal with Edward Jones, and holds Series 7, 9, 10, 24 and 66 licenses. Trevor focuses on providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement 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.
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.
See schedule d - miscellaneous
1
2
CO
09/18/2023 - Present
Edward Jones (Lakewood CO)
IL
11/27/2015 - 08/05/2023
J.P. MORGAN SECURITIES LLC (Chicago IL)
IL
10/15/2014 - 05/07/2015
AXA ADVISORS, LLC (OAK BROOK IL)
BOTH
Issued 08/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/04/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/16/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/12/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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