Unclaimed
Brian Leibfried is a financial advisor with Performance Trust Capital Partners, LLC. Brian has been working in the financial services industry since 2002. He holds FINRA Series 7, 66 and 30 registrations and has a state license in Illinois and Florida. Previously Brian has worked with Raymond James Financial Services, Inc. and Wachovia Securities, Inc..
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.
1
2
IL
01/21/2009 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
FL
11/05/2002 - 03/30/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
05/17/2002 - 11/05/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
FL
12/06/2001 - 05/08/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BOTH
Issued 02/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2021
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Brian Leibfried is the right advisor for you? Invested Better is here to help.