Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor William Sharp is a registered investment advisor representative with Freestone Capital Management, LLC. Trevor has been in the industry since 2003, and holds the Series 63, 65, 7, 31 and SIE licenses. Trevor has specialized expertise in managing assets for charitable organizations, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and corporations or other businesses. Trevor previously worked at Oppenheimer & Co. Inc. in Bellevue, Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
05/29/2015 - Present
Freestone Capital Management, LLC (SEATTLE WA)
WA
04/19/2004 - 06/18/2015
OPPENHEIMER & CO. INC. (BELLEVUE WA)
BC
Issued 05/07/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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