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Einar S. Trosdal

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CRD#: 1227205
ET

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Einar Storm Trosdal, who also goes by Einar Storm Trosdal III, Einar Trosdal, was a registered financial professional .

Einar is a previously registered financial professional and started their career in finance in 1996. Einar had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Einar Storm Trosdal Iii | Einar Trosdal

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 10, 2014 - October 30, 2015

CERTUSSECURITIES, INC.

BD
CRD#: 144051
CHARLOTTE, NC
Past

January 4, 2008 - June 4, 2013

WINSLOW, EVANS & CROCKER, INC.

BD
CRD#: 29686
BOSTON, MA
Past

March 23, 2004 - January 10, 2008

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

March 15, 2004 - May 26, 2017

DIVIDEND ASSETS CAPITAL, LLC

RIA
CRD#: 129973
RIDGELAND, SC
Past

November 18, 2003 - April 1, 2004

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
BLUFFTON, SC
Past

April 2, 2003 - April 1, 2004

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

June 15, 2002 - February 4, 2003

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

October 30, 1996 - June 15, 2002

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
CHARLOTTE, NC

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 11/6/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CI
CERTUSSECURITIES, INC.
CERTUSSECURITIES, INC. | SAGE SOUTHEASTERN SECURITIES, INC.

CRD#: 144051 / SEC#: , 8-67627

BD
Terminated by SEC on 01/29/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Georgia since 01/10/2007
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CERTUSHOLDINGS, INC.HOLDING COMPANY
BEAR, JAMES ADAM IIICHIEF COMPLIANCE OFFICER, CEO, PRESIDENT1411610
DISILVESTRO, TERI JCFO, FINOP5024025
JERRUM, LEE ANTONYCOO1280710

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CERTUSSECURITIES, INC.

CRD#: 144051

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