Claudia W. Trefz
The Mutual Fund Store
Financial Planner in Indianapolis, IN
Address:7871 Sunset Ln
Indianapolis, IN 46260
About Claudia W. Trefz
Claudia Trefz is a financial professional at The Mutual Fund Store located in Indianapolis, Indiana. Claudia Trefz holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S63, S65, S7 and S8. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Claudia Trefz provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Claudia Trefz7871 Sunset Ln
Indianapolis, IN 46260
Phone Number:
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Website:
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