Unclaimed
Matthew Morrissey is a financial advisor in Chicago, Illinois with Performance Trust Capital Partners, LLC. Matthew has been in the industry since December 16, 2021 and has passed the Series 7, 63, 79 and SIE exams. Matthew is registered with the state of Illinois.
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
12/17/2021 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
BC
Issued 02/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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