Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antonio? Claim Your ProfileAntonio Bass is an investment advisor representative with Capital Client Group, Inc. and has over 7 years of experience in the financial services industry. Antonio has been registered with the state of California since 2018. Antonio also holds the Series 66, Series 7, and Series 24 licenses. In addition to his experience, Antonio is a Chartered Financial Analyst. Antonio is a dedicated professional who is committed to providing clients with personalized financial advice.
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
CA
08/10/2018 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
MD
10/11/2011 - 07/16/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 11/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Antonio Bass is the right advisor for you? Invested Better is here to help.
