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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trey? Claim Your ProfileTrey Robert lee Gevers is an active investment advisor representative with Cetera Investment Advisers LLC in ISSAQUAH, WA. Trey has been working in the financial services industry for over five years and holds Series 66, Series 7TO, and SIE licenses. Trey also has registrations in Washington for both broker-dealer and investment advisor activities. Trey has previously worked with Ross Stores Inc., Columbia Hospitality, and GEVERS WEALTH MANAGEMENT. Trey's firm manages over 104 billion dollars in assets under management. Cetera Investment Advisers LLC provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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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WA
06/29/2023 - Present
Cetera Investment Advisers LLC (ISSAQUAH WA)
BOTH
Issued 6/9/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 9/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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