Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maddi? Claim Your ProfileMaddi Lynn Dessner is a financial professional with over 15 years of experience in the industry. Maddi Lynn Dessner is currently registered with Capital Client Group, Inc. and is a Registered Representative. Previously, Maddi Lynn Dessner was affiliated with J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.. Maddi Lynn Dessner holds the Series 3, 7, 24, and 63 licenses. Maddi Lynn Dessner is also a Chartered Financial Analyst.
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
02/06/2020 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
NY
10/30/2003 - 11/20/2019
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (New York NY)
BC
Issued 02/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2016
Series 3 - National Commodity Futures Examination
BC
Issued 10/29/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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