Unclaimed
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.
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
12/04/2021 - Present
Performance Trust Capital Partners, LLC (CHICAGO IL)
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
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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