Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Lange is a financial advisor in ALBRIGHTSVILLE, PA. Trevor has been in the industry since March 11, 1998. Trevor is currently registered with LPL Financial LLC and has been with them since December 2008. Trevor is licensed to provide securities and investment advisory services in 15 states: Delaware, Florida, Georgia, Indiana, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas. Trevor has a combined 20 years of experience working with investors, and has been a Registered Representative with LPL Financial LLC since 2008.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/09/2020 - Present
LPL Financial LLC (ALBRIGHTSVILLE PA)
NJ
06/03/2005 - 12/18/2008
CITIGROUP GLOBAL MARKETS INC. (EGG HARBOR TOWNSHIP NJ)
NY
05/31/2002 - 06/06/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
PA
04/24/1997 - 07/12/2001
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 07/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/02/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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