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Gary Louis Svec

Performance Trust Capital Partners, LLC

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About Gary Louis Svec

Gary Louis Svec is a registered representative with Performance Trust Capital Partners, LLC. Gary has been in the securities industry since March 25, 2012. Gary holds a Series 63, Series 7, Series 79 and Series 27 license. Gary is registered with the state of Illinois.

Firm Information

Gary Svec 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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Gary Svec’s Registration & Firm History

IL

02/21/2017 - Present

Performance Trust Capital Partners, LLC (CHICAGO IL)

IL

09/19/1995 - 08/15/2000

BETZOLD, BERG, NUSSBAUM & HEITMAN, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 09/28/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/05/1995

Series 27 - Financial and Operations Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/2017

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 05/02/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Louis Svec.
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