Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Schoppe is a financial advisor with Capital Client Group, Inc. based in Carmel, IN. Jamie has been in the industry since 2007 and holds both Series 6 and Series 7 licenses. Jamie is also a licensed investment advisor representative. Prior to joining Capital Client Group, Inc., Jamie worked at J.P. Morgan Securities LLC, Chase Investment Services Corp., and PNC Investments. Jamie holds the Series 24 and 26 licenses, which are principal licenses. Jamie is registered with the state of Indiana as a both a broker-dealer and investment advisor representative.
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
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2
IN
12/16/2021 - Present
Capital Client Group, Inc. (CARMEL IN)
IN
10/01/2012 - 07/08/2015
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
IN
09/21/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (INDIANAPOLIS IN)
IN
08/10/2011 - 08/29/2011
PNC INVESTMENTS (CARMEL IN)
IN
06/13/2007 - 08/04/2011
CHASE INVESTMENT SERVICES CORP. (CARMEL IN)
IA
Issued 08/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2020
Series 24 - General Securities Principal Examination
BC
Issued 05/30/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 09/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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