Trevor Liang
Professional summary
Trevor Liang is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Los Angeles, California.
Trevor is registered as a RR (Registered Representative) and started their career in finance in 2003. Trevor has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Trevor Liang's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 2, 2015 - Present
FORESIDE FUND SERVICES, LLC
Office #1: 333 S. Grand Avenue 18th Floor, Los Angeles, CA 90071June 1, 2012 - December 31, 2014
QUASAR DISTRIBUTORS, LLC
December 18, 2006 - January 20, 2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC
December 12, 2003 - November 13, 2006
WAMU INVESTMENTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/2/2015)
Exams
FINRA
Current Firm
FORESIDE FUND SERVICES, LLC
CRD#: 46106 / SEC#: , 8-51293
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FORESIDE DISTRIBUTORS, LLC | SOLE MEMBER | |
| COWAN, TERESA MARIA KAZMIERSKI | PRES/MANAGER/DIRECTOR | 1544189 |
| EDELMAN, GABRIEL | SECRETARY | 6654419 |
| LA FOND, SUSAN LORENE | TREASURER | 4512785 |
| LANZA, CHRISTOPHER CONTE | VICE PRESIDENT | 2184856 |
| MACCHIA, KATE SCHENDEL | VICE PRESIDENT | 4863973 |
| SOMMERS, WESTON | CFO/FINOP | 5290145 |
| STROUT, ALICIA KIMBERLY | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | 6320351 |
Red Flags
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