Unclaimed
Paul Stawarz is a financial advisor registered with Performance Trust Capital Partners, LLC, and is currently based in Chicago, Illinois. Paul has been in the financial industry since February 17, 2021, and has experience with several financial firms, including Northern Lights Distributors, LLC and J.P. Morgan Institutional Investments Inc. He has a Series 7TO, Series 66, and a SIE license and is registered in several states, including Arkansas, Illinois, Louisiana, New Mexico, Oklahoma and Texas.
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
04/16/2024 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
NE
02/27/2023 - 04/08/2024
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
IL
08/17/2022 - 01/06/2023
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (CHICAGO IL)
NE
07/08/2021 - 07/21/2022
NORTHERN LIGHTS DISTRIBUTORS, LLC (ELKHORN NE)
IL
10/10/2020 - 05/21/2021
VALMARK SECURITIES, INC. (SCHAUMBURG IL)
BOTH
Issued 11/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/07/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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