Trevor Y. Cameron
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Trevor Yulee Cameron, who also goes by Trevor Yulee Cameron, Trevor Cameron, was a registered financial professional .
Trevor is a previously registered financial professional and started their career in finance in 2007. Trevor had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 27, 2022 - January 23, 2024
FIDELITY PERSONAL AND WORKPLACE ADVISORS
December 8, 2021 - January 23, 2024
FIDELITY BROKERAGE SERVICES LLC
May 21, 2020 - June 29, 2021
J.P. MORGAN SECURITIES LLC
May 20, 2020 - June 29, 2021
J.P. MORGAN SECURITIES LLC
January 15, 2019 - April 28, 2020
PNC WEALTH MANAGEMENT LLC
December 6, 2018 - April 28, 2020
PNC WEALTH MANAGEMENT LLC
September 10, 2015 - November 29, 2018
EDWARD JONES
July 17, 2015 - November 29, 2018
EDWARD JONES
October 31, 2014 - July 14, 2015
WELLS FARGO CLEARING SERVICES, LLC
October 1, 2012 - October 9, 2014
J.P. MORGAN SECURITIES LLC
March 22, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
November 22, 2007 - January 3, 2011
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FIDELITY PERSONAL AND WORKPLACE ADVISORS
CRD#: 288590 / SEC#: 801-112027
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 1,991,043 |
| AUM (Assets Under Management) | $ 818,776,100,963 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/22/2024 | ||
| 10/23/2023 | ||
| 01/06/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
