Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alex? Claim Your ProfileAlex Adair is a registered investment advisor representative with Capital Client Group, Inc., and is licensed in 8 states. Alex Adair has been in the industry since 2018 and specializes in providing investment advice to a variety of clients. Alex Adair has passed the Series 7TO, Series 6, SIE, Series 65 and Series 63 exams. Alex Adair's current employment began with Capital Client Group, Inc. in September of 2024. Alex Adair's previous employers include American Funds in Indiana. Alex Adair is registered as an investment advisor representative in California, Indiana, Maryland, New York, Pennsylvania, Virginia and West Virginia.
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
IL
09/17/2024 - Present
Capital Client Group, Inc. (Chicago IL)
IA
Issued 08/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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