Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Casey? Claim Your ProfileCasey Conrad is a financial professional with Capital Client Group, Inc. Casey has been in the financial industry for more than a year. Casey holds Series 7TO, SIE and Series 66 securities licenses. Casey is registered with FINRA and the state of Texas. Casey also holds a Series 66 securities license and is registered with the state of Texas as an Investment Advisor Representative. Casey works with individuals and small businesses. Casey also has a sole proprietorship called Infinite Rares that purchases and sells Pokemon cards.
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
TX
01/16/2023 - Present
Capital Client Group, Inc. (SAN ANTONIO TX)
BOTH
Issued 01/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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