ADVISOR BIO

Trevor Lawrence Schwartz is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Newport Beach, CA. Trevor has been in the financial services industry since 2012 and holds the Series 63, Series 7TO, and SIE licenses. Trevor is also a Certified Financial Planner. Trevor has experience working with various types of clients including high net worth individuals, corporations, and pension plans. Trevor provides services such as financial planning, portfolio management, and retirement planning. Trevor can be reached at Raymond James Financial Services Advisors, Inc. at 160 Newport Center Drive, Suite 210, Newport Beach, CA 92660-6912.

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ADVISOR BIO

Trevor Schwartz is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Los Gatos, CA. Trevor has been in the financial services industry since 1995. Trevor is registered as a broker-dealer and investment advisor in multiple states. Trevor has a variety of licenses and certifications, including Series 7, 63, 65, 9, 10, 31, and SIE. Trevor is also a Certified Financial Planner. Trevor has experience in a wide range of financial services, including financial planning, portfolio management for individuals and businesses, and pension consulting. Trevor is committed to providing clients with personalized financial advice and guidance.

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ADVISOR BIO

Trevor Colby is a financial advisor registered with Raymond James & Associates, Inc. in Los Angeles, CA. Trevor Colby has been in the financial industry since December 22, 1987. Before joining Raymond James & Associates, Inc., Trevor Colby worked at Deutsche Bank Securities Inc., RBC Capital Markets Corporation, Sutro & Co. Incorporated, Smith Barney Inc., Lehman Brothers Inc., PaineWebber Incorporated, and Prudential-Bache Securities Inc. Trevor Colby has a wide range of experience in the financial services industry.

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ADVISOR BIO

Trevor Kleineahlbrandt is a financial professional with over 30 years of experience in the financial services industry. Trevor is currently registered with Western International Securities, Inc. and has been with the firm since 2002. Trevor is a Registered Representative and Investment Advisor Representative for Western International Securities, Inc. in California and is also an Investment Advisor Representative in Texas. Trevor has held previous positions with UBS PaineWebber Inc., A. G. Edwards & Sons, Inc., and Smith Barney Inc. Trevor is dedicated to providing his clients with personalized financial advice and investment management services.

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ADVISOR BIO

Trevor Borgschatz is an investment advisor representative associated with Equitable Advisors, LLC, with more than 6 years of experience in the industry. Trevor is registered in Arkansas, California, Georgia, Minnesota, and Missouri, and holds the Series 7, SIE, and Series 66 licenses. Trevor is a licensed agent in Arkansas and a licensed agent in Missouri. Trevor's branch office is located in Folsom, CA. The office address is 193 BLUE RAVINE ROAD, SUITE 110, FOLSOM, CA 95630. Trevor offers various financial services, including financial planning, pension consulting, and educational seminars. Trevor also manages portfolios for businesses and individuals.

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ADVISOR BIO

Trevor Val Pitzak is a registered investment advisor representative at J.p. Morgan Securities LLC. Trevor has been in the industry since 2012 and has a Series 6, 7TO, 63, and 66 license. Trevor has experience working with individual investors, corporations, high-net-worth individuals, insurance companies, labor unions, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Trevor Kamp Lattin is a financial advisor with Lion Street Advisors, LLC. Trevor is a registered representative in California and an Investment Advisor Representative in California. Trevor has been in the financial services industry for over 17 years. Trevor is also a consultant for Trifecta Advisors and a board member for Last Race Ranch. Trevor is committed to helping clients reach their financial goals.

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ADVISOR BIO

Trevor Pepper is an investment advisor representative registered with Morgan Stanley. He is licensed to provide investment advice in California and Texas. Trevor Pepper joined Morgan Stanley in September 2023. Before that he was with Charles Schwab & Co., Inc. Trevor Pepper has been in the financial services industry since December 2015. He has a Series 7, SIE and Series 66 license.

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ADVISOR BIO

Trevor Meyer is a financial advisor with over 15 years of experience in the industry. He is currently registered with Ameriprise Financial Services, LLC. Trevor is a Registered Representative (Series 66) and holds a General Securities Representative Examination (Series 7) license. He is also a licensed investment advisor in California. Trevor’s specialization includes providing asset allocation, financial planning, pension consulting, and educational seminars to clients. His office is located at 3741 Douglas Blvd Ste 290 in Roseville, CA.

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ADVISOR BIO

Trevor Kenneth Kern is a financial advisor registered with Commonwealth Financial Network and Zeller Kern Wealth Advisors. Trevor has been in the financial industry since 2001. Trevor is registered as an investment advisor representative in 18 states including California, Florida, Arizona, Georgia, and Texas. Trevor has passed the Series 63, 66, 7, 30, and 31 exams and the Securities Industry Essentials Examination. Trevor is a vice president and part owner of Zeller Kern Wealth Management, Inc.

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