Unclaimed
Maurice Elias Jadah is a registered investment advisor representative in the state of California. Maurice is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry since 2015. Maurice currently works for Capital Client Group, Inc., and holds Series 6, 7, 63, and 65 licenses. Maurice has a strong background in the financial industry and is committed to providing clients with personalized financial advice.
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
12/14/2017 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
BC
Issued 01/20/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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