Trevon Addon Loeser

Current Employers

Employment History

• 02/2024 → Present
  Transamerica Financial Advisors, Inc
  Cincinnati, OH
• 08/2020 → Present
  Wfgia
  Cincinnati, OH
• 07/2015 → 12/2023
  Lendmark Financial Services
  Louisville, KY
• 05/2023 → 06/2024
  United Financial Freedom
  Draper, UT
• 09/2020 → Present
  Netlaw
  Middletown, KY
• 08/2024 → 12/2024
  Optavise, Llc
  Carmel, IN
• 09/2024 → Present
  Team
  Fort Lauderdale, FL
• 10/2024 → Present
  Bee Scene Agency
  Louisville, KY
• 01/2025 → 06/2025
  Adp
  Louisville, KY
• 07/2025 → Present
  Lendmark Financial Services
  Louisville, KY

Other Businesses

Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors (TFA). 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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-01-10
• S65 Uniform Investment Adviser Law Examination
  2024-06-17