Michael Trekas (CRD# 4225955) is an Investment Advisor Representative working at The Meridian Business Group, Ltd in River Grove, IL and has over 23 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Meridian Business Group Ltd. | River Grove, IL | Apr 2002 - Current | 22 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2001 |
- IL
- WI
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts129ACCOUNTS
-
Average Account Value$140,231
- 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
- Educational seminars/workshops
IL, WI
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