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Rodrigo Trejo

BERNARDI SECURITIES
Northfield, IL 60093
Some features on this profile are disabled
CRD#: 2490397
RT

Professional summary

Rodrigo Trejo JR, who also goes by Rodrigo Trejo, is a registered financial professional currently at BERNARDI SECURITIES, INC. located in Northfield, Illinois.

Rodrigo is registered as a RR (Registered Representative) and started their career in finance in 1999. Rodrigo has worked at 1 firm and has passed the Series 63, SIE, Series 7 and Series 52 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Rodrigo Trejo

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) - BD

Click below to view Rodrigo Trejo JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

April 7, 1999 - Present

BERNARDI SECURITIES, INC.

Office #1: 423 Central Avenue, Northfield, IL 60093Office #2: 423 Central Avenue, Northfield, IL 60093
BD
CRD#: 15834
Northfield, IL

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
RR
Series 63
Date: 6/25/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/1/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 52
Date: 4/6/1999
Municipal Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

BS
BERNARDI SECURITIES, INC.
BERNARDI SECURITIES, INC.

CRD#: 15834 / SEC#: , 8-32815

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information

Main Address
423 Central Avenue, Northfield, IL 60093
Mailing Address
423 Central Avenue, Northfield, IL 60093
Phone number
(312) 726-7324
Established
Illinois since 09/27/1984
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (45 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
BERNARDI, RONALD PIACENTINIPRESIDENT & CEO & CCO726070
BERNARDI, MATTHEW PVICE PRESIDENT5545410
BERNARDI, THOMAS PVICE PRESIDENT6419579
BIONDI, ROBERTVICE PRESIDENT716281
LANDIS, MICHELLE BERNARDISECRETARY1328867
BERNARDI, EDWARDCHAIRMAN OF THE BOARD19817
EVENSKY, LISA MFINANCIAL OPERATIONS PRINCIPAL6373192
IRISH, JEFFREY DAVIDVICE PRESIDENT2228055
VAIL, ROBERT PATRICKSENIOR VICE PRESIDENT3086104
VEZZETTI, JOHN MVICE PRESIDENT5736210

Disclosures

Regulatory Event3

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

BERNARDI SECURITIES, INC.

CRD#: 15834Northfield, IL 60093

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