Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chatelaine? Claim Your ProfileChatelaine Achterberg is a financial professional registered with Capital Client Group, Inc. Chatelaine has been in the industry for over 10 years and has licenses in 53 states. Chatelaine has achieved the Chartered Financial Analyst designation and has also passed the Series 63, Series 7TO and SIE exams. Chatelaine has experience working for Northern Trust, Fiducient Advisors and Capital Group / American Funds Distributors, Inc.
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
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2
IL
08/14/2024 - Present
Capital Client Group, Inc. (Chicago IL)
BC
Issued 07/09/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/16/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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