Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Deappolonio is a financial advisor with Performance Trust Capital Partners, LLC, based in Chicago. Lee is a Series 7, 66, 24 and SIE licensed professional with experience in the financial services industry since 2010. Prior to joining Performance Trust Capital Partners, LLC, Lee worked with CNR Securities, LLC and Petersen Investments, Inc. Lee is registered to provide investment advice in Illinois and New Jersey.
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
IL
06/25/2021 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
NY
10/19/2015 - 06/21/2021
CNR SECURITIES, LLC (NEW YORK NY)
NJ
02/25/2010 - 10/20/2015
PETERSEN INVESTMENTS, INC. (WAYNE NJ)
BOTH
Issued 07/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2010
Series 24 - General Securities Principal Examination
BC
Issued 01/11/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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