Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Samuel Norin is an investment advisor representative associated with Capital Client Group, Inc. Jeffrey has been in the securities industry since August 30, 2013, and is registered in California, as well as 52 other states and jurisdictions. Jeffrey holds the Series 7, Series 63, and Series 65 securities licenses, as well as the SIE license.
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
CA
12/23/2015 - Present
Capital Client Group, Inc. (Los Angeles CA)
AZ
08/30/2013 - 10/28/2015
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
Issued 12/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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