Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kateland? Claim Your ProfileKateland McMahon is a registered representative with Capital Client Group, Inc. in Carmel, Indiana. Kateland is a Series 6, Series 7 and Series 63 licensed representative and has been in the financial industry since 2018. Kateland has also passed the SIE exam.
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
06/01/2018 - Present
Capital Client Group, Inc. (CARMEL IN)
BC
Issued 06/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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