Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Jess is a financial advisor with Capital Client Group, Inc. Daniel has been in the financial services industry since May 2005. Daniel is licensed to provide financial services in District of Columbia, North Carolina, South Carolina and Virginia. Daniel holds the following licenses: Series 6, Series 7TO, Series 26 and Series 63. Daniel is also a registered representative of FINRA.
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
05/24/2005 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
BC
Issued 07/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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