Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Norma? Claim Your ProfileNorma Patricia Trejo is a financial advisor currently registered with Fidelity Personal and Workplace Advisors. Norma has been in the financial services industry since 2014. Norma is a Series 6, 7, 63, 66, and 26 licensed advisor who is registered to provide advisory services in 53 states and the District of Columbia. Norma was previously registered with Northwestern Mutual Investment Services, LLC and TIAA-CREF Individual & Institutional Services, LLC.
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.
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.
1
2
CO
05/03/2022 - Present
Fidelity Personal AND Workplace Advisors (BROOMFIELD CO)
CO
05/25/2021 - 02/21/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Boulder CO)
NJ
01/07/2014 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PRINCETON NJ)
BOTH
Issued 04/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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