Unclaimed
Ingrid Parl is a financial professional with over eight years of experience in the industry. Ingrid is currently registered with Capital Client Group, Inc., and is licensed to provide investment advice in New York. Ingrid has a broad range of experience in the securities industry, having worked for several firms including American Funds and Capital Group.
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
08/16/2024 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
IA
Issued 03/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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