Trevor A. Lastoka
Professional summary
Trevor Allan Lastoka, who also goes by Allan Trevor Lastoka, Trevor Allen Lastoka, is a registered financial advisor currently at PROVIDENT FINANCIAL GROUP LLC located in Bloomington, Minnesota.
Trevor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Trevor has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Trevor Allan Lastoka's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 2, 2019 - Present
PROVIDENT FINANCIAL GROUP LLC
January 31, 2014 - December 31, 2018
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
December 11, 2007 - December 31, 2018
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
January 9, 2004 - December 13, 2007
NEXT FINANCIAL GROUP, INC.
August 1, 2003 - January 13, 2004
THE O.N. EQUITY SALES COMPANY
August 27, 2002 - July 10, 2003
NEW ENGLAND SECURITIES
January 19, 2001 - November 30, 2001
FSC SECURITIES CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/2/2019)
Exams
Current Firm
PROVIDENT FINANCIAL GROUP LLC
CRD#: 300501 / SEC#:
Contact information
Red Flags
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