Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Pfrang is an investment advisor representative with On Investment Management Co. Trevor has been in the securities industry since 1997 and has been registered with the Securities and Exchange Commission (SEC) since 2001. He holds licenses for both securities and investment advisory services. Trevor has experience working with high-net-worth individuals, corporations, and pension plans. He also provides financial planning services and selects other advisors as needed.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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
WI
06/09/2003 - Present
ON Investment Management Co. (APPLETON WI)
NY
08/17/2001 - 02/07/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
TN
02/18/1998 - 08/03/2001
PFIC SECURITIES CORPORATION (FRANKLIN TN)
KS
02/21/1997 - 01/27/1998
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 10/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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