AdFi
MA

Mario Alonzo Trevino

Investment Adviser Representative at NAVY FEDERAL INVESTMENT SERVICES, LLC

TAMPA, FLCRD #4825050Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
38 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 38 states
AlabamaArizonaCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisKansasKentuckyMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaOhioOklahomaPennsylvaniaSouth CarolinaSouth DakotaTennesseeTexasVirginiaWashingtonWisconsinWyoming
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/3/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/25/2004

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $250,0001.07%
Next $250,0001.00%
Next $500,0000.91%
Next $1M0.82%
Over $2M0.68%
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

NAVY FEDERAL INVESTMENT Services, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

NAVY FEDERAL INVESTMENT SERVICES, LLCCurrent
7/14/2017TAMPA, FL
CETERA INVESTMENT SERVICES LLC
9/21/20157/7/2017TAMPA, FL
INVESTMENT CENTERS OF AMERICA, INC.
7/1/20109/21/2015PLANT CITY, FL
RAYMOND JAMES FINANCIAL SERVICES, INC.
6/19/20091/11/2010SEBRING, FL
CUNA BROKERAGE SERVICES, INC.
4/12/20107/2/2010PLANT CITY, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
10/28/20046/23/2009SEBRING, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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. Mario Alonzo 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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