Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abigail? Claim Your ProfileAbigail May Disalvo is a registered investment advisor representative with Capital Client Group, Inc., and has been in the industry since 2014. Abigail holds Series 6, 7, 63 and 65 licenses and is registered in Indiana. Abigail's firm is headquartered in Los Angeles, California, and has offices in Carmel, Indiana and San Antonio, Texas. The firm provides a variety of advisory services, including portfolio management for individuals, investment companies, and pooled investment vehicles.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
IN
09/29/2017 - Present
Capital Client Group, Inc. (CARMEL IN)
IA
Issued 09/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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