Unclaimed
Thomas Ian Shollar is an investment professional with over 14 years of experience in the financial services industry. Thomas is currently a registered representative and investment advisor representative with Performance Trust Capital Partners, LLC. Prior to joining Performance Trust, Thomas worked at Cantor Fitzgerald & Co., Odeon Capital Group LLC, and Morgan Stanley DW Inc.
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
TN
08/14/2018 - Present
Performance Trust Capital Partners, LLC (Nashville TN)
NY
09/27/2010 - 05/11/2018
CANTOR FITZGERALD & CO. (NEW YORK NY)
NY
08/24/2009 - 09/24/2010
ODEON CAPITAL GROUP LLC (NEW YORK NY)
NY
09/30/2005 - 08/09/2006
MORGAN STANLEY DW INC. (ALBANY NY)
BC
Issued 07/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/11/2005
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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