Trevor Coe

Trevor Coe Email and Phone Number

Certified Financial Planner, professional @ Levine Group, LLC
brentwood, tennessee, united states
Trevor Coe's Location
Brentwood, Tennessee, United States, United States
Trevor Coe's Contact Details

Trevor Coe personal email

n/a
About Trevor Coe

- Providing prudent planning advice and services to individuals, families and businesses.- Creating custom solutions to fit each situations unique circumstances. - Ethically work with a high commitment to integrity and respect for all those I'm blessed to help.FINRA License - Series 6 (Investment Company Products/Variable Contracts Limited Representative), Series 7 (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination, Series 66 (Uniform Combined State Law Examination, Life, Health, VariableProfessional Designation - Certified Financial Planner, TM professional.Securities offered through Kestra Investment Services (Kestra IS), Member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services (Kestra AS), an affiliate of Kestra IS. Levine Group, LLC is not affiliated with Kestra IS or Kestra AS. This profile is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Kestra IS and Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance at 737-443-7101.

Trevor Coe's Current Company Details
Levine Group, LLC

Levine Group, Llc

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Certified Financial Planner, professional
brentwood, tennessee, united states
Employees:
7
Trevor Coe Work Experience Details
  • Levine Group, Llc
    Certified Financial Planner, Professional
    Levine Group, Llc Oct 2005 - Present
    Russellville Ky, Brentwood Tn
    Areas of expertise and services include:- Retirement Income Planning (accumulation and distribution)- Corporate Retirement Plans (Profit Sharing, 401(k), 403(b), SEPS, SIMPLE)- Group/Employee Benefits (medical, dental, vision, disability, life, etc.) - Wealth/Investment management (stocks, bonds, mutual funds, ETF, annuities, private placement)- Insurance Planning (Life, Disability, Long Term Care)- Business Protection Planning (Key Man, Buy/Sell, BOLI, COLI, Premium Financing)- Estate Planning (preservation, maximization, & equalization strategies) (trust & bene planning)
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  • Midsouth Pension Consultants, Llc
    Retirement Plan Administrator
    Midsouth Pension Consultants, Llc Jan 2002 - Oct 2005
    Nashville, Tn
    Managed all aspects of ERISA governed defined contribution retirement plans as a TPA working both directly with the plan sponsors and their advisors.
  • Lincoln Financial Advisors
    Advisor Assistant
    Lincoln Financial Advisors Sep 1999 - Dec 2001
    Nashville, Tn
    Assisted two advisors with their daily operations and general client management task.
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  • Jack Lyon And Jones
    Runner - Office Clerk
    Jack Lyon And Jones Dec 1998 - Sep 1999
    Nashville, Tn
    Law Office Runner and Clerk
  • Logan Aluminum
    Hotmill Intern
    Logan Aluminum May 1998 - Aug 1999
    Russellville, Ky
    Summer intern for the Hotmill rolling unit. Worked in a team rotating shift environment during my summer breaks in 1998 & 1999.
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Trevor Coe Skills

Retirement Planning Estate Planning Fixed Annuities Mutual Funds Investments Securities Insurance Employee Benefits Life Insurance Series 6 Disability Insurance Finra Long Term Care Insurance Small Business Certified Financial Planner Finance Risk Management Asset Management Bonds Series 7 Financial Planners Long Term Care Qualified Retirement Plans Private Equity Customer Service Key Person Insurance Pensions Process Improvement Strategic Financial Planning Erisa Equities Accounting Retirement Plan Consulting Uniform Combined State Law Series 63 Tax Iras Auditing Asset Allocation Sarbanes Oxley Act 401k Public Speaking

Trevor Coe Education Details

Frequently Asked Questions about Trevor Coe

What company does Trevor Coe work for?

Trevor Coe works for Levine Group, Llc

What is Trevor Coe's role at the current company?

Trevor Coe's current role is Certified Financial Planner, professional.

What is Trevor Coe's email address?

Trevor Coe's email address is tr****@****oup.com

What is Trevor Coe's direct phone number?

Trevor Coe's direct phone number is +161540*****

What schools did Trevor Coe attend?

Trevor Coe attended Lipscomb University.

What are some of Trevor Coe's interests?

Trevor Coe has interest in Recreational Sports, Turkey Hunting, Trout And Bass Fishing, Kentucky Basketball, Nashville Predators, Hiking, Avid Tennessee Titans, Kansas City Royals Fan, Tennis, Golf.

What skills is Trevor Coe known for?

Trevor Coe has skills like Retirement Planning, Estate Planning, Fixed Annuities, Mutual Funds, Investments, Securities, Insurance, Employee Benefits, Life Insurance, Series 6, Disability Insurance, Finra.

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