Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Zane Whitson is a financial advisor at Truist Advisory Services, Inc. Trevor has been in the financial services industry since 1999. Trevor is a registered representative in North Carolina. Trevor also holds the Series 7, 10, 24, 63, 65, and SIE licenses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
02/09/2024 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
MD
08/15/2022 - 12/22/2023
GROVE POINT INVESTMENTS, LLC (ROCKVILLE MD)
NC
05/01/2019 - 05/31/2022
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
SC
01/05/2011 - 03/11/2019
LPL FINANCIAL LLC (FORT MILL SC)
NC
05/18/2006 - 01/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
01/31/2006 - 03/21/2006
E*TRADE SECURITIES LLC (CHARLOTTE NC)
NJ
11/22/1999 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
IA
Issued 08/10/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/06/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/26/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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