Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jared? Claim Your ProfileJared Gogek is a financial advisor with Performance Trust Capital Partners, LLC. Jared is a highly experienced advisor, licensed to provide financial advice in 15 states. Jared Gogek began working in the financial industry in 2009. Jared has held previous positions at CROSS POINT CAPITAL LLC, NATALLIANCE SECURITIES, LLC, CITIGROUP GLOBAL MARKETS INC., and MORGAN STANLEY & CO. INCORPORATED. Jared Gogek holds Series 7, Series 24 and Series 63 licenses.
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
TN
05/09/2023 - Present
Performance Trust Capital Partners, LLC (Nashville TN)
NY
01/05/2021 - 05/05/2023
CROSS POINT CAPITAL LLC (NEW YORK NY)
MD
10/25/2019 - 12/22/2020
NATALLIANCE SECURITIES, LLC (Baltimore MD)
NY
04/28/2010 - 08/30/2019
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
08/14/2008 - 11/24/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 08/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Jared Gogek is the right advisor for you? Invested Better is here to help.
