Unclaimed
Jared Monaco Luft has been in the financial services industry since August 4, 2002. Jared is currently registered with Performance Trust Capital Partners, LLC. Jared has been registered with Performance Trust Capital Partners, LLC since January 14, 2020. Prior to joining Performance Trust Capital Partners, LLC, Jared was employed at Sandler, O'Neill & Partners, L.P. from June 25, 2002 to December 3, 2019. Jared is licensed in 11 states including Connecticut, Illinois, New Jersey, and New York. Jared has passed several industry exams, including Series 7, Series 24, Series 30, Series 63, Series 79, and the SIE exam.
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
01/14/2020 - Present
Performance Trust Capital Partners, LLC (Nashville TN)
NY
06/25/2002 - 12/03/2019
SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)
BC
Issued 07/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2021
Series 30 - NFA Branch Manager Examination
BC
Issued 03/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2011
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 06/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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