Unclaimed
Erin Wennberg is a financial advisor at Performance Trust Capital Partners, LLC. Erin has been in the financial services industry since December 9, 2013. Erin is registered with FINRA as a General Securities Representative and holds the Series 7 and Series 63 licenses. Erin is also registered with the state of Colorado and Illinois. Erin previously worked at Cambridge Investment Research, Inc., Woodbury Financial Services, Inc., Vanguard Marketing Corporation, and Northstar Securities, LLC.
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
07/19/2022 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
AZ
01/25/2022 - 07/21/2022
CAMBRIDGE INVESTMENT RESEARCH, INC. (Scottsdale AZ)
AZ
03/12/2019 - 02/01/2022
WOODBURY FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
AZ
05/15/2018 - 11/14/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
CO
06/20/2013 - 03/19/2018
NORTHSTAR SECURITIES, LLC (GREENWOOD VILLAGE CO)
BC
Issued 10/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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