Unclaimed
Kevin Robert Holme is a registered representative with Performance Trust Capital Partners, LLC in Chicago, Illinois. Kevin has been in the securities industry since October 22, 2010. Kevin previously worked at M&A Securities Group, Inc. and BMO Capital Markets Corp. Kevin holds the Series 3, 7, 9, 10, 24, 63, and SIE 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
IL
09/23/2020 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
IL
12/19/2013 - 06/19/2019
M&A SECURITIES GROUP, INC. (CHICAGO IL)
IL
11/01/2003 - 07/10/2006
BMO CAPITAL MARKETS CORP. (CHICAGO IL)
IL
02/08/2002 - 11/01/2003
HARRIS NESBITT CORP. (CHICAGO IL)
BC
Issued 01/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/09/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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