Unclaimed
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 a financial advisor registered with Cetera Investment Advisers LLC. Trevor has been in the financial services industry since February 14, 2001, and is currently licensed to provide financial advice in 48 states and 3 jurisdictions. Trevor has held previous positions with Wachovia Securities Financial Network, LLC and RBC Dain Rauscher Inc. Trevor provides financial planning, portfolio management, and pension consulting to a wide range of clients, including individuals, corporations, and charitable organizations. Trevor also offers educational seminars to clients and the public. Trevor is committed to providing 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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2
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 4/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/9/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 5/19/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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