Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Momcilovich is a financial advisor with Capital Client Group, Inc., and has been in the industry since 2007. Eric holds multiple industry licenses, including Series 7, Series 24, Series 26, and Series 66. Eric is registered in Indiana and Texas as a broker-dealer.
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
IN
02/07/2017 - Present
Capital Client Group, Inc. (CARMEL IN)
IL
10/08/2007 - 08/18/2015
DEAWM DISTRIBUTORS, INC. (CHICAGO IL)
IL
04/26/2006 - 08/20/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
BOTH
Issued 07/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2021
Series 24 - General Securities Principal Examination
BC
Issued 05/20/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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