Unclaimed
James Varland Lorentsen is a financial professional with over 25 years of experience in the industry. James is currently registered with Performance Trust Capital Partners, LLC as a Financial and Operations Principal and has been working with them since May 1997. James is licensed to provide investment advice 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.
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2
IL
05/28/1997 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
BC
Issued 05/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/1999
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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