Unclaimed
Amy Elizabeth Oleary is a registered representative with Capital Client Group, Inc. Amy has been in the securities industry since 1996 and has a strong background in the industry. Amy holds the Series 6, Series 26, Series 51 and Series 63 licenses, as well as the SIE exam. Amy is registered with the state of Indiana and has been working with Capital Client Group, Inc. since 1998.
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
04/22/1998 - Present
Capital Client Group, Inc. (CARMEL IN)
OH
03/07/1994 - 05/09/1996
FLAGSHIP FUNDS INC. (DAYTON OH)
BC
Issued 04/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/20/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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