Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Madeline? Claim Your ProfileMadeline Marie Bellman is an investment advisor representative with Capital Client Group, Inc. based in Los Angeles, CA. Madeline has been in the industry since January 24, 2019 and is registered with the state of California as both an Investment Advisor Representative and a Broker-Dealer Representative. Madeline has also passed the Series 65, 63, 7TO, 6 and SIE exams. In addition to working as an investment advisor representative, Madeline also works as a Talent liaison for Backstage, connecting actors with casting directors for films, television shows and training videos.
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
06/14/2022 - Present
Capital Client Group, Inc. (Los Angeles CA)
IA
Issued 06/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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