Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Louis? Claim Your ProfileLouis Keith Linquata is a financial advisor with over 30 years of experience in the financial services industry. Louis Linquata is currently registered with Capital Client Group, Inc. in California. Louis Linquata previously worked with Putnam Retail Management, Inc. in Massachusetts. Louis Linquata has a broad range of experience and expertise in various areas, including investment management, financial planning, and insurance.
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
06/14/2013 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
MA
08/20/1992 - 08/22/2000
PUTNAM RETAIL MANAGEMENT, INC. (BOSTON MA)
IA
Issued 06/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/26/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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