Nicholas Destefano (CRD# 2933489) is an Investment Advisor Representative working at Trendscast Financial LLC in Eighty Four, PA and has over 26 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trendscast Financial LLC | Eighty Four, PA | Sep 2020 - Current | 3 |
| Forward Financial | Georgetown, CA | Apr 2016 - Current | 8 |
| D'arcy Wealth Management, Inc. | Corona, CA | Sep 2019 - Oct 2019 | < 1 |
| Forward Financial | Folsom, CA | Apr 2018 - Jun 2019 | 1 |
| Kingsview Asset Management, LLC | Chicago, IL | Apr 2016 - Feb 2017 | < 1 |
| Independent Financial Group, LLC | Auburn, CA | Feb 2014 - Apr 2016 | 2 |
| Nicholas Destefano, Sole Proprietor | Folsom, CA | Sep 1997 - Apr 2016 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1997 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TN
- TX
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Total Assets Under Management17MILLIONS
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Total Number of Accounts289ACCOUNTS
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Average Account Value$59,711
- 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
- Pension consulting services
CA, FL, PA, TN, TX
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