Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Corey is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered as a registered representative with Charles Schwab & CO., Inc. and holds a Series 7, Series 66 and SIE licenses. Trevor has previously held positions at TD Ameritrade, Inc., Profunds Distributors, Inc., Citigroup Global Markets Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Trevor is registered to provide investment advice in multiple states including Maryland, Texas, California, Colorado, Delaware, District of Columbia, Florida, Illinois, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, South Dakota, Virginia, Wisconsin, and Wyoming.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
MD
01/02/2019 - Present
Charles Schwab & CO., Inc. (Bethesda MD)
DC
05/06/2011 - 10/18/2016
TD AMERITRADE, INC. (WASHINGTON DC)
MD
07/23/2008 - 04/29/2011
PROFUNDS DISTRIBUTORS, INC. (BETHESDA MD)
VA
09/01/2006 - 11/12/2007
CITIGROUP GLOBAL MARKETS INC. (MCLEAN VA)
NJ
09/06/2002 - 03/17/2006
AMERIPRISE FINANCIAL SERVICES, INC. (VOORHEES NJ)
MN
09/06/2002 - 03/17/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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