Roberto
Trejo
Entrust Investment Services, Inc
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About this Advisor
Roberto Trejo is a financial advisor based in Campbell, California, working with Entrust Investment Services, Inc. Roberto has previously held positions at Coeus Financial & Insurance Services Inc, Entrust Investment Services, Inc, Emerald Blue Advisors, Inc, and Client One Securities, LLC. Roberto has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Michigan, New Hampshire, and Washington. Currently, Roberto is part of Entrust Investment Services, Inc, which operates out of Campbell, California. The firm has 1 office and 3 employees. The firm manages assets totaling $91.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, educational seminars, and other services. The fee structure at Entrust Investment Services, Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Entrust Investment Services, Inc Brokerage Details
$91,572,146
3
121
$756,795
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Roberto Trejo Work History
Entrust Investment Services, Inc
Coeus Financial & Insurance Services Inc
Emerald Blue Advisors, Inc
Client One Secuirites, LLC
Disclosures
Please visit the SEC profile of Roberto Trejo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Entrust Investment Services, Inc
Campbell, CA
Campbell, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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