Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Himsel is a registered investment advisor representative with Capital Client Group, Inc. Kristin has been in the securities industry since 2009 and has held licenses in several states. Kristin holds the Series 6, Series 7TO, Series 63 and Series 65 licenses. She also has experience as a yoga and meditation instructor. Capital Client Group, Inc. provides investment advisory services to individuals, corporations, and other businesses. The firm's services include portfolio management, financial planning, and other advisory services.
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
08/01/2019 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
IA
Issued 02/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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