Trevor Popovitch (CRD# 5067732) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Castle, PA and has over 18 years of experience in the finance industry.
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 2361084
Edward Jones
CRD# 4628189
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First National Bank Of Pa | New Wilmington, PA | Apr 2014 - Current | 10 |
| Cetera Investment Advisers LLC | New Wilmington, PA | Apr 2014 - Current | 10 |
| Cetera Investment Services LLC | St.cloud, MN | Apr 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2006 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2011 |
- PA
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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