Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sam? Claim Your ProfileSam Gerry is a financial professional registered with the state of Illinois. Sam is currently employed by Performance Trust Capital Partners, LLC, a firm based in Chicago, Illinois. Sam has earned a Series 63, Series 7TO and the Securities Industry Essentials (SIE) licenses. Sam specializes in the areas of investments and financial planning.
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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IL
02/16/2024 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
BC
Issued 03/28/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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