Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beatrix? Claim Your ProfileBeatrix Abood is a financial advisor with Capital Client Group, Inc. and has been in the industry for over 7 years. Beatrix has experience working with a wide range of clients, including individuals, families, and businesses. She is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Beatriz holds Series 6, 7, 63, and 66 securities licenses, and she is registered to provide investment advisory services in Indiana, Delaware, Florida, Maryland, New Jersey, Ohio, Pennsylvania, and 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
IN
12/19/2022 - Present
Capital Client Group, Inc. (CARMEL IN)
OH
12/11/2015 - 06/10/2022
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
BOTH
Issued 12/19/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Beatrix Abood is the right advisor for you? Invested Better is here to help.
