Unclaimed
John Patrick Leo is a securities professional with over 20 years of experience in the industry. John is currently registered with Performance Trust Capital Partners, LLC, a firm with offices in Nashville, TN. Prior to joining Performance Trust Capital Partners, LLC, John worked at RBS Securities Inc. in Stamford, CT. John holds the Series 63, SIE and Series 7 licenses and is currently registered in Connecticut, Illinois, Massachusetts, Missouri, Nevada, New Jersey, New York, and Virginia.
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
06/14/2016 - Present
Performance Trust Capital Partners, LLC (Nashville TN)
CT
09/19/2002 - 01/26/2015
RBS SECURITIES INC. (STAMFORD CT)
BC
Issued 11/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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