Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Trezek is a financial advisor at Independent Financial Group, LLC. Keith has been in the financial industry for over 30 years, with experience in both investment and insurance. Keith is currently registered with the state of California and Texas. He offers a wide range of financial services to individuals, businesses, and charitable organizations. Keith has earned a reputation for providing personalized service and helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
01/03/2023 - Present
Independent Financial Group, LLC (OCEANSIDE CA)
CA
08/16/2021 - 12/31/2022
WOODBURY FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
08/18/2004 - 08/20/2021
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
OH
07/08/2003 - 09/08/2004
NEBS FINANCIAL SERVICES, INC. (CLEVELAND OH)
GA
03/08/1999 - 04/05/2002
FSC SECURITIES CORPORATION (ATLANTA GA)
MN
08/01/1996 - 01/28/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
06/24/1991 - 06/28/1996
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
06/24/1991 - 06/28/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 08/03/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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