Unclaimed
Yuji Takata is a financial advisor at Performance Trust Capital Partners, LLC in Nashville, TN. Yuji has been in the securities industry since 2009 and has experience in a variety of financial products and services. Yuji is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in California, Hawaii, and Illinois.
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
10/02/2009 - Present
Performance Trust Capital Partners, LLC (Nashville TN)
IL
01/23/2008 - 05/12/2008
ANB FINANCIAL GROUP, LLC (CHICAGO IL)
BC
Issued 02/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2021
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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