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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Wilde is an Investment Advisor Representative with Cetera Investment Advisers LLC. Trevor has been in the financial services industry for over 20 years. Trevor has a broad range of experience working with clients, ranging from individuals to corporations. Trevor is also a registered Investment Advisor in Arizona, New Mexico, and Texas. Trevor is committed to providing his clients with the highest level of service and expertise.
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.
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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AZ
03/21/2024 - Present
Cetera Investment Advisers LLC (SEDONA AZ)
AZ
04/15/2003 - 05/01/2007
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (SCOTTSDALE AZ)
NY
08/27/2001 - 04/29/2003
RBC DAIN RAUSCHER INC. (NEW YORK NY)
CT
02/15/2001 - 09/05/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BOTH
Issued 04/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/19/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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