linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Reader Forgotson

Performance Trust Capital Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Reader Forgotson

Matthew Reader Forgotson is a financial advisor in Chicago, IL. Matthew is registered with Performance Trust Capital Partners, LLC and is currently licensed to provide financial advice in Connecticut, Illinois, and New York. Matthew joined Performance Trust Capital Partners, LLC on 7/22/2020. Prior to this, Matthew was with PIPER SANDLER & CO. in New York, NY and SANDLER, O'NEILL & PARTNERS, L.P. also in New York, NY. Matthew holds the Series 7, Series 63, Series 86, Series 87, Series 79, Series 30 and the SIE license.

Firm Information

Matthew Forgotson is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Forgotson’s Registration & Firm History

IL

07/22/2020 - Present

Performance Trust Capital Partners, LLC (CHICAGO IL)

NY

01/03/2020 - 07/20/2020

PIPER SANDLER & CO. (NEW YORK NY)

NY

09/21/2010 - 01/03/2020

SANDLER, O'NEILL & PARTNERS, L.P. (NEW YORK NY)

Not sure if Matthew Reader Forgotson is right for you?

Licenses & Designations

BC

Issued 10/06/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/18/2021

Series 30 - NFA Branch Manager Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/2017

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 03/14/2011

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 12/22/2010

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 09/20/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Matthew Reader Forgotson.
Not sure if Matthew Reader Forgotson is right for you?