Unclaimed
Damian Eckstein is a registered investment advisor representative with Capital Client Group, Inc. based in Los Angeles, California. Damian has been in the industry since 1997 and holds a Series 6, 7, 26, 63 and 65 licenses. Damian has worked with American Funds since 2012, including at their offices in both San Mateo and Los Angeles.
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
01/11/2014 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
CA
08/27/1997 - 10/30/2012
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
IA
Issued 01/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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