Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Valentine is a financial advisor with over 20 years of experience in the industry. Trevor has a Series 7, Series 31, and Series 66 licenses and has been with Fidelity Personal and Workplace Advisors since 2018. Trevor's expertise includes providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses. Prior to joining Fidelity, Trevor was a financial advisor with Chase Investment Services Corp., Fifth Third Securities, Inc., and U.S. Bancorp Investments, Inc. Trevor is dedicated to helping clients reach their financial goals.
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.
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.
1
2
MA
03/08/2021 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
OH
02/21/2006 - 08/06/2010
CHASE INVESTMENT SERVICES CORP. (LYNDHURST OH)
OH
05/27/2005 - 02/28/2006
FIFTH THIRD SECURITIES, INC. (WESTLAKE OH)
MN
12/04/2003 - 05/16/2005
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NY
03/01/2002 - 11/14/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 03/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 02/28/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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