Unclaimed
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.
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
IL
07/22/2024 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
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
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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