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Trevor L. Trinkino

VOLEON SECURITIES
BERKELEY, CA 94704
Some features on this profile are disabled
CRD#: 6687336
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Professional summary


Trevor Laverne Trinkino, who also goes by Trevor Trinkino, is a registered financial professional currently at VOLEON SECURITIES located in Berkeley, California.

Trevor is registered as a RR (Registered Representative) and started their career in finance in 2016. Trevor has worked at 3 firms and has passed the Series 66, SIE, Series 3, Series 57, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Trevor Trinkino

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Trevor Laverne Trinkino's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 8, 2025 - Present

VOLEON SECURITIES

Office #1: 1919 Shattuck Avenue, Floor 7, Berkeley, CA 94704
BD
CRD#: 332480
BERKELEY, CA
Past

June 19, 2017 - October 15, 2018

KERSHNER SECURITIES, LLC

BD
CRD#: 147653
AUSTIN, TX
Past

November 17, 2016 - June 12, 2017

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
LITTLETON, CO
Past

October 31, 2016 - June 12, 2017

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
LITTLETON, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 11/16/2016
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 3
Date: 12/20/2016
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 57
Date: 12/9/2016
Securities Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


VS
VOLEON SECURITIES
VOLEON SECURITIES | VOLEON SECURITIES LLC

CRD#: 332480 / SEC#: , 8-71278

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
1919 Shattuck Avenue, Floor 7, Berkeley, CA 94704
Mailing Address
1919 Shattuck Avenue, Floor 7, Berkeley, CA 94704
Phone number
+1 (213) 443-1135
Established
Delaware since 07/29/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
VOLEON SECURITIES HOLDINGS 2 LLCMEMBER; DIRECT OWNER
VOLEON SECURITIES HOLDINGS LLCMEMBER; DIRECT OWNER
KALK, YULIACHIEF COMPLIANCE OFFICER2612028
MEYERS, CHRISTOPHER M JRFINOP, PFO, POO6122487
SPENSER, SIMON DAVIDHEAD OF BUSINESS DEVELOPMENT, DESIGNATED PRINCIPAL2513928

Red Flags


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Company Information


VOLEON SECURITIES

CRD#: 332480Berkeley, CA 94704

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