linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

John S Trettin

THE Leaders Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you John? Claim Your Profile

About John S Trettin

John S Trettin is a financial professional with over 20 years of experience in the industry. John is currently registered with The Leaders Group, Inc. as a Broker. John holds several licenses and certifications, including Series 7, Series 31, Series 63, and Series 65. John has a strong track record of success in providing financial advice to clients.

Firm Information

John Trettin is currently registered with THE Leaders Group, Inc.. THE Leaders Group, Inc. is a Corporation registered in 52 states and the District of Columbia, with an approved SEC registration. Formed on July 14, 1994, the firm has a history of providing financial services.

Not reported

Assets Under Management

Not reported

Total Clients

854

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

John Trettin’s Registration & Firm History

CO

10/12/2020 - Present

THE Leaders Group, Inc. (LITTLETON CO)

CO

06/20/2018 - 10/12/2020

THE LEADERS GROUP, INC. (LITTLETON CO)

OH

08/07/2015 - 10/30/2015

ULTIMUS FUND DISTRIBUTORS, LLC (CINCINNATI OH)

IL

08/12/2011 - 08/15/2013

CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)

OH

10/05/2010 - 08/04/2011

TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)

VA

12/16/2004 - 07/06/2010

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

CT

12/02/2003 - 11/29/2004

PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)

PA

04/18/2001 - 11/24/2003

DIRECTED SERVICES, INC. (WEST CHESTER PA)

NY

12/03/1998 - 03/30/2001

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

Not sure if John S Trettin is right for you?

Licenses & Designations

BC

Issued 09/19/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/17/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/1998

Series 31 - Futures Managed Funds Examination

BC

Issued 11/23/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John S Trettin.
Not sure if John S Trettin is right for you?