Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laird? Claim Your ProfileLaird Trepp is a financial advisor with over 27 years of experience in the industry. Laird has been with Cetera Investment Advisers LLC since June of 2023. Prior to this, Laird was with VOYA Financial Advisors, INC. and PRUCO SECURITIES, LLC. Laird holds a Series 63, Series 6, and Series 65 license and is a registered investment advisor in Michigan and Texas. Laird specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Laird also provides fixed insurance sales as an independent insurance agent.
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.
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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2
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (IRON MOUNTAIN MI)
MI
02/09/2006 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (IRON MOUNTAIN MI)
NJ
04/24/1996 - 01/31/2006
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 07/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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