TL
Trevon A. Loeser
TRANSAMERICA FINANCIAL ADVISORS
Cincinnati, OH 45245
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CRD#: 7876786
TL
Professional summary
Trevon Addon Loeser is a registered financial advisor currently at TRANSAMERICA FINANCIAL ADVISORS, LLC located in Cincinnati, Ohio.
Trevon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Trevon has worked at 1 firm and has passed the Series 65, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc NETLAW POSITION: agent NATURE: Wills and Trusts INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/05/2020 ADDRESS: 12910 Shelbyville Rd unit 124, Middletown KY 40243, United States DESCRIPTION: If a client is lacking a proper estate plan, I'll recommend NetLaw as an option after completing a needs analysis. BEE SCENE AGENCY POSITION: BRAND AMBASSADOR NATURE: BRAND PROMOTER AND MODEL INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2024 ADDRESS: 2307 RIVER RD, SUITE 103, LOUISVILLE KY 40206, United States DESCRIPTION: At Bee Scene Agency, we work with major liquor brands across Indiana and Kentucky. We also work with trade shows and conventions as promotional models. Being a Brand Ambassador/Model means you are promoting the brand during events or samplings at liquor stores, bars and restaurants, potentially working events such as music festivals, parades, golf scrambles, and charity events. During any tasting or event, we will be promoting the Brand to consumers whether that is through sharing the history or knowledge on the brand. At liquor stores, bars and restaurants or events where they are selling the product, the ultimate goal is to have people purchase the product or cocktail. TEAM POSITION: Promotional Specialist NATURE: Brand promoter INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 09/23/2024 ADDRESS: ONE WEST LAS OLAS BLVD, FORT LAUDERDALE FL 33301, United States DESCRIPTION: We work with trade shows and conventions as promotional models. Being a Brand Ambassador/Model means you are promoting the brand during events or samplings at liquor stores, bars and restaurants, potentially working events such as music festivals, parades, golf scrambles, and charity events. During any tasting or event, we will be promoting the Brand to consumers whether that is through sharing the history or knowledge on the brand. At liquor stores, bars and restaurants or events where they are selling the product, the ultimate goal is to have people purchase the product or cocktail. LENDMARK FINANCIAL SERVICES POSITION: Loan Consultant NATURE: Auto loans, debt consolidation loans, personal loans INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 7 START DATE: 07/14/2025 ADDRESS: 9346 Cedar Center Way, Louisville KY 40291, United States DESCRIPTION: Assist with the management and motivation of the staff to meet goals and objectives relating to branch profitability, volume, lending, credit quality, collections and expenseMake loan decisions up to established lending limits or recommend loan decisions; process consumer loans; close consumer loans; collect accounts in varying stages of delinquency.Assist branch manager with business development relationships within the community. Sell credit products and services to meet sales goals.Assist customers with the implementation of solutions and monitor overall customer satisfaction.Assist branch manager with matters regarding hiring, staffing, training, performance reviews and terminations as applicable.Ensure a high quality of customer service.
CRS (Client Relationship Summary) - RIA
Click below to view Trevon Addon Loeser's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Trevon Addon Loeser'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®
NoneExperience
Current
June 17, 2024 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 4357 Ferguson Dr Suite 180, Cincinnati, OH 45245RIA
BD
CRD#: 16164
Cincinnati, OH
Current
April 25, 2024 - Present
TRANSAMERICA FINANCIAL ADVISORS, LLC
Office #1: 4357 Ferguson Dr Suite 180, Cincinnati, OH 45245RIA
BD
CRD#: 16164
Cincinnati, OH
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Kentucky(6/17/2024)
IAR
Ohio(6/18/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 4/18/2024
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TF
TRANSAMERICA FINANCIAL ADVISORS, LLC
IDEX DISTRIBUTORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, LLC | TRANSAMERICA FINANCIAL ADVISORS, INC. | TRANSAMERICA FINANCIAL ADVISORS, INC | PIONEER WESTERN DISTRIBUTORS, INC. | INTERSECURITIES, INC.
CRD#: 16164 / SEC#: 801-38618, 8-33429
RIA
Registered Investment Advisory firm - SEC (5/16/1991 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
Two Liberty Place 50 South 16th Street, Suite 3700, Philadelphia, PA 19102
Mailing Address
6400 C St Sw, Cedar Rapids, IA 52499-0001
Phone number
(727) 299-1800
Established
Delaware since 12/28/1984
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
1,054
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Documents
Part 2 Brochures
Direct owners and executive officers
Regulatory assets under management
| Total Number of Accounts | 42,440 |
| AUM (Assets Under Management) | $ 1,730,669,809 |
Disclosures
| Regulatory Event | 19 |
| Arbitration | 3 |
| Bond | 3 |
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.
