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Chelsea Rae Palmer

Performance Trust Capital Partners, LLC

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About Chelsea Rae Palmer

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.

Firm Information

Chelsea Palmer 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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Chelsea Palmer’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chelsea Rae Palmer.
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