Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Umrai? Claim Your ProfileUmrai Singh Gill is a financial professional with over 20 years of experience in the industry. Umrai has worked for both Northwestern Mutual Investment Services, LLC and Performance Trust Capital Partners, LLC. Umrai holds Series 6, 7, 24 and 66 licenses, and is registered with FINRA and in 18 states. Performance Trust Capital Partners, LLC is an investment advisory firm based in Dallas, 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.
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2
TX
05/14/2003 - Present
Performance Trust Capital Partners, LLC (Dallas TX)
WI
10/17/2002 - 04/10/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 06/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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