Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maggie? Claim Your ProfileMaggie Rose Willfong is a registered representative with Capital Client Group, Inc., where she has been employed since September 2022. Maggie is registered with the state of Indiana as a Registered Representative and Investment Advisor Representative, and has a Series 7TO, Series 66 and a SIE license.
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
05/17/2022 - Present
Capital Client Group, Inc. (CARMEL IN)
BOTH
Issued 05/17/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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