Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Koellner is a registered representative with Capital Client Group, Inc. and holds Series 7, 63, and 66 licenses. Jacob has been in the securities industry since 2024 and previously worked at Charles Schwab & Co., Inc. Capital Client Group, Inc. provides investment advisory services to individuals, families, and institutions.
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
09/03/2024 - Present
Capital Client Group, Inc. (Carmel IN)
IN
02/05/2024 - 06/21/2024
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
BOTH
Issued 09/03/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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