Unclaimed
Charles Mark Carpenter is a financial advisor with Performance Trust Capital Partners, LLC. Charles has been in the industry since January 30, 2002. Charles is registered with FINRA and holds the following licenses: Series 7, Series 66, Series 24 and Series 30. Charles holds active registrations in 16 states: Florida, Idaho, Illinois, Iowa, Michigan, Montana, Nebraska, New Hampshire, New Mexico, New York, Oregon, Puerto Rico, Texas, Vermont, Virginia, and Washington.
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
PR
01/31/2002 - Present
Performance Trust Capital Partners, LLC (San Juan PR)
BOTH
Issued 02/06/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2021
Series 30 - NFA Branch Manager Examination
BC
Issued 04/03/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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