Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trey? Claim Your ProfileTrey Wilkerson has been in the financial services industry since 1997. Trey is a registered representative of LPL Financial LLC. Trey's office is located in Diboll, TX and they provide financial services in multiple states. Trey offers financial planning and portfolio management for individuals and businesses. They also provide consulting and other non-discretionary advisory services. Trey is a graduate of Stephen F. Austin State University and has extensive experience in the financial services industry.
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.
Consulting and other non-discretionary advisory services
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.
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TX
06/14/2019 - Present
LPL Financial LLC (DIBOLL TX)
TX
09/03/1997 - 06/25/2019
HILLTOP SECURITIES INDEPENDENT NETWORK INC. (DIBOLL TX)
IA
Issued 11/17/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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