Unclaimed
Chelsea Palmer is a financial advisor with Performance Trust Capital Partners, LLC, registered with the state of Illinois and active in 16 other states. Chelsea has been working in the financial industry since 2018. Chelsea holds the Series 6, Series 63, and SIE licenses. Chelsea is committed to providing clients with personalized financial advice and guidance.
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
03/25/2019 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
MN
06/16/2016 - 07/17/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ROCHESTER MN)
BC
Issued 08/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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