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Dionicio H Trevino

Investment Adviser Representative at UNITED ADVISOR GROUP

Cincinnati, OHCRD #4575331Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Ohio
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/21/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 10/8/2007
Series 7
General Securities Representative Examination
Passed 9/3/2021
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/5/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

United Advisor Group Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

UNITED ADVISOR GROUPCurrent
7/1/2024Cincinnati, OH
NEXT FINANCIAL GROUP, INC.
2/27/20177/5/2024Cincinnati, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Dionicio H Trevino has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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