Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brendan? Claim Your ProfileBrendan Mahoney is a financial advisor with Capital Client Group, Inc., based in Los Angeles, CA. Brendan has over 27 years of experience in the financial services industry, working previously for John Hancock Funds, Inc. and Signator Investors, Inc., both in Boston, MA. Brendan holds Series 6, 7, 26, and 63 licenses. Brendan's specialties include recommending Capital Client Group, Inc. as an investment advisor for SMA assets. Brendan is registered in 25 states.
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
08/16/2000 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
MA
01/04/1993 - 07/27/2000
JOHN HANCOCK FUNDS, INC. (BOSTON MA)
MA
01/04/1993 - 11/22/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 01/21/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1994
Series 7 - General Securities Representative Examination
BC
Issued 12/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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