Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trey? Claim Your ProfileTrey Novara is a financial advisor at Cambridge Investment Research Advisors, Inc. in Birmingham, Alabama. Trey has been a financial advisor for over 10 years and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Trey is a Certified Financial Planner and holds the Series 7, Series 63, and Series 66 licenses. He is also a registered Investment Advisor Representative (IAR). Trey is committed to helping his clients achieve their financial goals and providing them with personalized financial advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AL
04/11/2022 - Present
Cambridge Investment Research Advisors, Inc. (Birmingham AL)
AL
10/16/2019 - 04/18/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
AL
10/02/2015 - 02/18/2016
THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C. (birmingham AL)
AL
07/14/2014 - 07/24/2015
WELLS FARGO ADVISORS, LLC (MOUNTAIN BROOK AL)
AL
09/23/2013 - 07/02/2014
NBC SECURITIES, INC. (BIRMINGHAM AL)
AL
05/06/2010 - 09/25/2013
AXA ADVISORS, LLC (BIRMINGHAM AL)
BC
Issued 02/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Trey Novara is the right advisor for you? Invested Better is here to help.
