Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Marston is a financial advisor who has been working in the industry for over 12 years. Trevor is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide financial advice in Oregon and Washington. Trevor is passionate about helping clients achieve their financial goals. Trevor's experience includes working with a variety of clients, including individuals, families, businesses, and retirement plans. Trevor's specialties include financial planning, investment management, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
11/30/2023 - Present
Raymond James Financial Services Advisors, Inc. (BELLEVUE WA)
BOTH
Issued 11/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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