Invested Better
Unclaimed

Unclaimed

Unclaimed

William Andrew Markel

Performance Trust Capital Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you William? Claim Your Profile

About William Andrew Markel

William Andrew Markel is a financial advisor with Performance Trust Capital Partners, LLC. William has been in the financial services industry for over 2 years and is registered with the Financial Industry Regulatory Authority (FINRA) as well as the states of Florida and Illinois. William holds Series 7, 66 and SIE licenses.

Firm Information

William Markel is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

William Markel’s Registration & Firm History

IL

12/04/2021 - Present

Performance Trust Capital Partners, LLC (CHICAGO IL)

Not sure if William Andrew Markel is right for you?

Licenses & Designations

BOTH

Issued 03/29/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/04/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/23/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for William Andrew Markel.
Not sure if William Andrew Markel is right for you?