Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Aguilar is a registered representative with Capital Client Group, Inc., working from their Los Angeles office. Albert is a highly experienced financial professional with a strong track record of success. Albert has earned numerous professional licenses and designations. Albert has worked in the financial industry since 2006.
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
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2
CA
08/13/2014 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
CA
04/13/2006 - 12/13/2006
WELLS FARGO INVESTMENTS, LLC (COVINA CA)
BOTH
Issued 08/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/02/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/04/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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