Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trey? Claim Your ProfileTrey Harold Whalley is a financial advisor at Osaic Wealth, Inc. based in New Bedford, Massachusetts. Trey has over 20 years of experience in the financial services industry. Trey has a Series 7 and Series 66 license and holds registrations in multiple states, including California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Kentucky, Maine, Maryland, Massachusetts, Nevada, New Hampshire, New Jersey, New York, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Texas, and Virginia. Trey also provides financial planning services, pension consulting, and educational seminars.
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
MA
07/30/2019 - Present
Osaic Wealth, Inc. (NEW BEDFORD MA)
MA
12/20/2013 - 11/02/2018
SIGNATOR INVESTORS, INC. (NEW BEDFORD MA)
MA
02/12/2004 - 01/02/2014
METLIFE SECURITIES INC. (BROCKTON MA)
MA
02/12/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WESTBORO MA)
MN
07/05/2001 - 02/18/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/05/2001 - 02/18/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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