Unclaimed
Jay Alan Binstock is a financial advisor registered with Capital Client Group, Inc. Jay has been in the financial industry since June 9, 2020. Jay is registered in 53 states and the District of Columbia as a broker-dealer and in California as an investment advisor representative. Jay has passed the Series 7TO, Series 63 and the SIE exams. Jay holds a CFA designation.
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
06/10/2020 - Present
Capital Client Group, Inc. (Los Angeles CA)
BC
Issued 12/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/10/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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