Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billie? Claim Your ProfileBillie Jean Treber is an investment advisor representative with LPL Financial LLC, licensed in the state of Indiana. Billie has been active in the financial industry for over 5 years and holds the Series 7TO, SIE and Series 66 licenses. Billie has been registered in Indiana, Texas, Arizona, California, District of Columbia, Florida, Georgia, Illinois, Kentucky, Louisiana, Michigan, Nevada, New Jersey, North Carolina, Oregon, South Carolina, Washington. Billie is also a Registered Investment Advisor in Indiana and Texas. Billie is a member of the LPL Financial LLC team in South Bend, Indiana. Billie's previous work experience includes Edward Jones and 1st Source Bank.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
03/31/2022 - Present
LPL Financial LLC (SOUTH BEND IN)
IN
12/06/2018 - 01/03/2022
EDWARD JONES (ROCHESTER IN)
BOTH
Issued 02/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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