Unclaimed
Ryan Cassidy is a financial professional with over 9 years of experience in the industry. Ryan is currently registered with Performance Trust Capital Partners, LLC in Illinois. Ryan's previous experience includes working with Goldman Sachs & Co. LLC, Hatteras Capital and Larson Financial Securities, LLC. Ryan holds the Series 7 and Series 66 licenses as well as the SIE exam.
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
10/05/2020 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
IL
01/27/2016 - 10/26/2020
GOLDMAN SACHS & CO. LLC (CHICAGO IL)
NC
07/03/2014 - 11/12/2015
HATTERAS CAPITAL (RALEIGH NC)
MO
05/20/2013 - 06/06/2013
LARSON FINANCIAL SECURITIES, LLC (SAINT LOUIS MO)
BOTH
Issued 08/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Ryan Cassidy is the right advisor for you? Invested Better is here to help.