Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Velazquez is a registered representative with Capital Client Group, Inc. Cynthia has been in the securities industry since 2007 and has a Series 6, Series 63, and Series 6TO license. Cynthia has been associated with Capital Client Group, Inc. since 2019 and has worked with American Funds Distributors, Inc. in the past. Cynthia has been a registered representative in California since 2020.
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
CA
10/23/2019 - Present
Capital Client Group, Inc. (Los Angeles CA)
CA
10/22/2007 - 08/25/2015
AMERICAN FUNDS DISTRIBUTORS, INC. (IRVINE CA)
BC
Issued 02/21/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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