Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jordan? Claim Your ProfileJordan Trevino is a registered representative and investment advisor with Capital Client Group, Inc., licensed to provide investment advice in 26 states. Jordan has been in the industry since 2006 and holds Series 6, 7, 24, 26, 51, and 63 licenses. Jordan has significant experience in the financial services industry and is committed to providing clients with personalized service and investment guidance tailored to their individual needs.
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
08/25/2006 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
BC
Issued 09/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2021
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/01/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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