Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trey? Claim Your ProfileTrey Holman is a financial advisor at AE Wealth Management, LLC in Chandler, Arizona. Trey has been in the financial services industry since 2013 and has experience in various areas, including insurance sales, investment advice, and financial planning. Trey is registered to provide investment advice in Arizona and Texas. Trey's specializations include providing financial advice to individuals, corporations, businesses, and pension and profit-sharing plans.
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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AZ
10/21/2024 - Present
AE Wealth Management, LLC (CHANDLER AZ)
AZ
06/16/2015 - 07/22/2016
CALTON & ASSOCIATES, INC. (Mesa AZ)
NC
03/27/2015 - 06/08/2015
INNOVATION PARTNERS LLC (CHARLOTTE NC)
AZ
12/15/2014 - 01/08/2015
MML INVESTORS SERVICES, LLC (PHOENIX AZ)
AZ
12/15/2014 - 01/08/2015
MML STRATEGIC DISTRIBUTORS, LLC (Phoenix AZ)
IA
Issued 07/08/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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