Unclaimed
John W. Lennon is a financial advisor with Performance Trust Capital Partners, LLC. John has been in the industry since February 2021 and holds a Series 7TO, Series 63 and Series 24 license. John has experience working at Robert W. Baird & Co. Incorporated. John is registered in California, Illinois, and Pennsylvania.
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
CA
05/19/2023 - Present
Performance Trust Capital Partners, LLC (Larkspur CA)
CA
02/15/2021 - 05/31/2023
ROBERT W. BAIRD & CO. INCORPORATED (Corte Madera CA)
BC
Issued 02/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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