Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Arjun? Claim Your ProfileArjun Kakar is a financial advisor with Performance Trust Capital Partners, LLC. Arjun has been in the financial services industry since 2013. Prior to joining Performance Trust Capital Partners, LLC, Arjun worked at CANTOR FITZGERALD & CO., KIMBERLITE ADVISORS, LLC, and NEWOAK CAPITAL MARKETS LLC. Arjun holds Series 63, 66, 24, 53, 7, 79, and SIE licenses. Arjun is registered with the state of Connecticut, Illinois, and New York.
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.
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.
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2
CT
01/04/2019 - Present
Performance Trust Capital Partners, LLC (Stamford CT)
NY
01/05/2017 - 12/03/2018
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
09/08/2015 - 06/09/2016
KIMBERLITE ADVISORS, LLC (NEW YORK NY)
NY
01/15/2010 - 06/29/2012
NEWOAK CAPITAL MARKETS LLC (NEW YORK NY)
BC
Issued 03/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/18/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2018
Series 7 - General Securities Representative Examination
BC
Issued 09/08/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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