Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stacy? Claim Your ProfileStacy Ann Trejo is an investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC, located in Pasadena, California. Stacy Ann Trejo is registered in California and has been in the industry since June 5, 2011. Stacy Ann Trejo has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7).
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CA
09/14/2011 - Present
Tiaa-Cref Individual & Institutional Services, LLC (PASADENA CA)
BOTH
Issued 09/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Stacy Trejo is the right advisor for you? Invested Better is here to help.
