Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cleve? Claim Your ProfileCleve Schorr is a financial professional with over 30 years of experience in the securities industry. Cleve is currently registered with Municipal Capital Markets Group, Inc. and is licensed in 13 states, including Texas. Cleve has a strong background in investment company products and variable contracts, having passed the Series 6 exam in 1991. In 2018, Cleve passed the Securities Industry Essentials (SIE) exam and the Uniform Securities Agent State Law Examination (Series 63). Prior to his current position, Cleve has worked at firms such as UNICAPITAL SECURITIES CORP. and THE LLOYD FINANCIAL GROUP.
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.
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.
1
2
TX
04/10/2001 - Present
Municipal Capital Markets Group, Inc. (DALLAS TX)
TX
02/19/1997 - 04/10/2001
UNICAPITAL SECURITIES CORP. (DALLAS TX)
NA
05/20/1991 - 02/21/1996
THE LLOYD FINANCIAL GROUP
BC
Issued 05/21/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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