Unclaimed
Chantal Manseau guerdat is an investment advisor representative with Capital Client Group, Inc. based in Los Angeles, CA. Chantal has been in the industry since 2010 and has a combined 53 state securities licenses in addition to their Series 66, 24, 3, and 7 licenses. Previously, Chantal worked for PIMCO INVESTMENTS LLC and ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC. Chantal is also a CFA charter holder.
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
08/27/2021 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
CA
02/14/2011 - 04/09/2021
PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)
CA
08/13/2010 - 02/14/2011
ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)
BOTH
Issued 10/04/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2010
Series 3 - National Commodity Futures Examination
BC
Issued 08/12/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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