Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Peter Lacz is a financial professional registered with ESL Investment Services, LLC and LPL Financial LLC. Trevor is based in Canandaigua, NY, and has been working in the industry since October 4, 2023. Trevor holds the Series 63, Series 6TO and SIE licenses.
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.
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.
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NY
12/20/2023 - Present
ESL Investment Services, LLC (CANANDAIGUA NY)
BC
Issued 11/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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