Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor L. Popovitch is a financial advisor with Cetera Investment Advisers LLC, based in New Castle, Pennsylvania. Trevor has been in the financial industry since 2005. Trevor has a Series 7, 6, and 63 licenses, along with a Series 65 license. Trevor provides financial planning, portfolio management, pension consulting, and educational seminars to clients. Trevor also holds a SIE license. Prior to joining Cetera, Trevor worked at PNC Investments and NatCity Investments.
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.
1
2
PA
12/14/2016 - Present
Cetera Investment Advisers LLC (New Castle PA)
PA
11/13/2009 - 04/17/2014
PNC INVESTMENTS (GREENVILLE PA)
PA
12/19/2005 - 11/13/2009
NATCITY INVESTMENTS, INC. (GREENVILLE PA)
IA
Issued 10/06/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2012
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Trevor Popovitch is the right advisor for you? Invested Better is here to help.
