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Gregory Mark Sheahan

Performance Trust Capital Partners, LLC

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About Gregory Mark Sheahan

Gregory Sheahan is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with Performance Trust Capital Partners, LLC. Prior to his current role, Gregory held positions at Betzold Research and Trading, Inc., Howe Barnes Investments, Inc., Elan Investment Services, Inc., First Colonial Investment Services, Inc., PRUCO Securities Corporation, and The Prudential Insurance Company of America. Gregory has a strong understanding of the financial markets and is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Gregory Sheahan 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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Gregory Sheahan’s Registration & Firm History

IL

04/13/2005 - Present

Performance Trust Capital Partners, LLC (CHICAGO IL)

IL

05/20/2004 - 04/04/2005

HOWE BARNES INVESTMENTS, INC. (CHICAGO IL)

IL

06/24/1997 - 05/21/2004

BETZOLD RESEARCH AND TRADING, INC. (CHICAGO IL)

NJ

02/24/1995 - 06/09/1997

ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)

IL

05/04/1992 - 07/11/1995

FIRST COLONIAL INVESTMENT SERVICES, INC. (ROSEMONT IL)

NJ

07/15/1991 - 09/16/1991

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

07/15/1991 - 09/16/1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 07/12/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/02/1995

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/13/1992

Series 7 - General Securities Representative Examination

BC

Issued 07/12/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Gregory Mark Sheahan.
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