George J. Kessler
Professional summary
George Joseph Kessler, who also goes by Joe Kessler, is a registered financial professional currently at PERFORMANCE TRUST CAPITAL PARTNERS, LLC located in Chicago, Illinois and MONROE FINANCIAL PARTNERS, INC. located in Chicago, Illinois.
George is registered as a RR (Registered Representative) and started their career in finance in 2022. George has worked at 2 firms and has passed the Series 99TO, Series 7TO, SIE, Series 7 and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view George Joseph Kessler's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 10, 2022 - Present
PERFORMANCE TRUST CAPITAL PARTNERS, LLC
Office #1: 500 W. Madison Suite 450, Chicago, IL 60661August 3, 2026 - Present
MONROE FINANCIAL PARTNERS, INC.
Office #1: 500 W. Madison Suite 450, Chicago, IL 60661State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
What does exam status mean?
Series 99TO
Passed: 1/2/2023
Operations Professional ExaminationSeries 7TO
Passed: 1/10/2022
General Securities Representative ExaminationFINRA
Nasdaq Stock Market
Current Firm
MONROE FINANCIAL PARTNERS, INC.
CRD#: 2811 / SEC#: , 8-14045
Contact information
FINRA licenses (23 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PT FINANCIAL COMPANIES, LLC | MANAGING MEMBER | |
| BURESH, ADAM COULTER | BOARD MEMBER | 5216617 |
| DILASCIA, DARYLE ANTHONY | PRESIDENT/BOARD MEMBER | 2793078 |
| GAZDA, RYAN M | POO | 4230980 |
| GAZDA, RYAN M | TREASURER, CFO, PFO & BOARD MEMBER | 4230980 |
| LOVE, KRISTIN M | SECRETARY, CCO & BOARD MEMBER | 4370951 |
| MCCRARY, TIMOTHY JAMES | HEAD OF TRADING/BOARD MEMBER | 5789747 |
Disclosures
| Regulatory Event | 3 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
MONROE FINANCIAL PARTNERS, INC.
CRD#: 2811Chicago, IL 60661TRUST BUT VERIFY
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