Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Donald Trebisovsky is a registered investment advisor representative with Larson Financial Group, LLC. James is licensed in Minnesota. James has been in the financial industry since February 5, 2023 and works out of the Minneapolis and Saint Louis branch offices.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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MN
03/06/2023 - Present
Larson Financial Group, LLC (Minneapolis MN)
BOTH
Issued 03/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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