Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Michael Schroeder is an investment advisor representative at Capital Client Group, Inc. Evan has been in the financial services industry since 2014. Evan's work includes broker-dealer services as well as investment advisory. Evan is registered to provide securities advice in Indiana, New Jersey and New York. Evan holds the Series 63, 65, 7 and SIE licenses.
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
05/21/2020 - Present
Capital Client Group, Inc. (CARMEL IN)
IA
Issued 05/21/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/14/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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