Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Erick? Claim Your ProfileErick Simon Perez is a financial professional with a strong background in the securities industry. Erick holds multiple licenses and certifications, including Series 3, Series 7TO, Series 63, and the SIE exam. Currently, Erick is associated with Performance Trust Capital Partners, LLC as a registered representative. Prior to joining Performance Trust Capital Partners, LLC, Erick had worked in the industry for a number of years. Erick's registration is active in Illinois.
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
05/14/2021 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
BC
Issued 07/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/27/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2017
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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