Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vernon? Claim Your ProfileVernon L. Trexler is a financial advisor with over 46 years of experience in the industry. Vernon is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since May 2009. Vernon previously worked at A. G. Edwards & Sons, Inc., Wachovia Securities, LLC, Everen Securities, Inc., Prudential Securities Incorporated, and Shearson Lehman Hutton Inc. Vernon holds a Series 65, Series 63, Series 10, Series 9, Series 8, SIE, Series 5, and Series 7 license. Vernon has a designation of Certified Financial Planner. Vernon is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Florida, Illinois, Michigan, Missouri, New Mexico, Texas, Utah, Virginia, and Wyoming.
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.
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.
Investment consulting services to institutional clients
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.
1
2
CO
02/23/2023 - Present
Wells Fargo Clearing Services, LLC (BOULDER CO)
CO
04/30/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BROOMFIELD CO)
MO
07/11/1994 - 05/03/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NA
06/17/1994 - 07/11/1994
EVEREN SECURITIES, INC.
NY
03/28/1988 - 06/20/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
04/11/1988 - 05/19/1988
SHEARSON LEHMAN HUTTON INC.
NA
12/01/1976 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 10/07/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/30/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/31/1977
PC - AMEX Put and Call Exam
BC
Issued 11/20/1976
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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