Mattie Trefz (CRD# 6503629) is an Investment Advisor Representative working at Edward Jones in Fairmont, WV and has 1 year of experience in the finance industry.
CRD# 2168331
Cetera Investment Advisers LLC
CRD# 1431999
Huntington Financial Advisors
CRD# 4118348
Allegheny Investments, Ltd.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Jul 2023 - Current | < 1 |
| Harrison County Schools Office Of Federal Programs | Clarksburg, WV | Aug 2021 - Jun 2023 | 1 |
| Edward Jones | St Louis, MO | Jun 2015 - Feb 2023 | 7 |
| Fairmont Catholic School | Fairmont, WV | Sep 2019 - Jun 2021 | 1 |
| West Virginia University | Morgantown, WV | Aug 2019 - May 2021 | 1 |
| Fairmont Catholic School | Fairmont, WV | Jun 2018 - Nov 2019 | 1 |
| Self-employed | Morgantown, WV | Jan 2017 - Aug 2019 | 2 |
| West Virginia University | Morgantown, WV | Jan 2015 - May 2019 | 4 |
| Suncrest Early Learning Center | Fairmont, WV | Jan 2017 - Apr 2017 | < 1 |
| Walt Disney World Company | Orlando, FL | Jan 2016 - May 2016 | < 1 |
| Self-employed | Fairmont, WV | Aug 2014 - Jun 2015 | < 1 |
| Wheeling Jesuit University | Wheeling, WV | Aug 2013 - Dec 2014 | 1 |
| Self-employed | Fairmont, WV | Mar 2010 - Aug 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- TX
- WV
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Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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