Unclaimed
Trevor J. Czerniejewski is a financial advisor with LPL Enterprise, LLC. Trevor is a registered representative of LPL Financial, LLC. LPL Financial is a registered investment advisor and broker-dealer. The firm provides a range of financial services, including financial planning, portfolio management, and other non-discretionary advisory services. Trevor has been in the financial services industry for over 10 years and has a strong understanding of the markets and investment strategies. Trevor is committed to providing personalized financial advice to help clients reach 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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
MO
10/23/2024 - Present
LPL Enterprise, LLC (SAINT LOUIS MO)
CA
04/13/2023 - 07/17/2023
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
TX
04/13/2023 - 07/17/2023
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
CA
04/13/2023 - 07/17/2023
SCF SECURITIES, INC. (SAN DIEGO CA)
CA
04/13/2023 - 07/17/2023
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
CA
04/13/2023 - 07/17/2023
WESTERN INTERNATIONAL SECURITIES, INC. (PASADENA CA)
NY
09/08/2022 - 07/17/2023
CADARET, GRANT & CO., INC. (SYRACUSE NY)
MO
06/17/2022 - 09/15/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
03/13/2019 - 10/05/2021
EDWARD JONES (ST LOUIS MO)
MO
09/06/2018 - 01/02/2019
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (ST. LOUIS MO)
IN
06/21/2018 - 07/26/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Valparaiso IN)
MO
10/16/2017 - 06/19/2018
AXA ADVISORS, LLC (CREVE COEUR MO)
BOTH
Issued 11/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/19/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/11/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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