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Berit Jean Waterfield

Performance Trust Capital Partners, LLC

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About Berit Jean Waterfield

Berit Jean Waterfield is a securities professional with a background in the financial services industry. Berit has been active in the industry since July 2024 and is currently registered with Performance Trust Capital Partners, LLC in Illinois. Berit holds Series 7, 63 and SIE licenses.

Firm Information

Berit Waterfield 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.

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Berit Waterfield’s Registration & Firm History

IL

07/22/2024 - Present

Performance Trust Capital Partners, LLC (CHICAGO IL)

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Licenses & Designations

BC

Issued 08/30/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/22/2024

Series 7TO - General Securities Representative Examination

BC

Issued 06/03/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Berit Jean Waterfield.
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