Unclaimed
Vikram Srinivasan is a financial professional with over 8 years of experience in the industry. Vikram currently works at Performance Trust Capital Partners, LLC in Chicago, IL. Previously, Vikram was a financial professional at Citadel Securities Institutional LLC, Citadel Securities LLC, Morgan Stanley and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Vikram is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, SIE, and Series 99TO licenses. Vikram is also registered with the states of Illinois and New York.
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
02/27/2024 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
NY
10/07/2021 - 02/29/2024
CITADEL SECURITIES INSTITUTIONAL LLC (New York NY)
NY
10/07/2021 - 02/29/2024
CITADEL SECURITIES LLC (New York NY)
NY
11/14/2018 - 08/24/2021
MORGAN STANLEY (PURCHASE NY)
MD
01/28/2015 - 10/08/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)
BOTH
Issued 03/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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