Invested Better
Unclaimed

Unclaimed

Unclaimed

Ariel Eduardo caraveo Cohen

Performance Trust Capital Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Ariel? Claim Your Profile

About Ariel Eduardo caraveo Cohen

Ariel Cohen is a registered investment advisor with Performance Trust Capital Partners, LLC. Ariel Cohen has been in the financial industry since September 26, 2017. Ariel is licensed in Illinois. Ariel Cohen holds FINRA licenses 7, 63, and 66. Ariel is also licensed to sell securities in Illinois.

Firm Information

Ariel Cohen is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Ariel Cohen’s Registration & Firm History

IL

08/07/2019 - Present

Performance Trust Capital Partners, LLC (CHICAGO IL)

IL

09/27/2017 - 08/08/2019

FIDELITY BROKERAGE SERVICES LLC (EVANSTON IL)

Not sure if Ariel Eduardo caraveo Cohen is right for you?

Licenses & Designations

BOTH

Issued 06/11/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/08/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Ariel Eduardo caraveo Cohen.
Not sure if Ariel Eduardo caraveo Cohen is right for you?