Roberto TrejoCRD Number: 6050826
Current Firm: Client One Securities LLC
Roberto Trejo (CRD# 6050826) is an Investment Advisor Representative working at Client One Securities LLC in San Jose, CA and has over 5 years of experience in the finance industry.
Altos Investments, Inc.
Opes Advisors, Inc.
Stanford Investment Group, Inc.
|Client One Secuirites, LLC||Leawood, KS||Apr 2012 - Current||4|
|Pluris Financial||Fremont, CA||Jan 2007 - Current||10|
|Volkswagen||San Jose, CA||Oct 2002 - Dec 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2013|
|S65||NASAA Investment Advisors Law Examination||Nov 2011|
Total Assets Under Management263MILLIONS
Total Number of Accounts2,124ACCOUNTS
Average Account Value$123,641
- 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
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV