Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Melinda? Claim Your ProfileMelinda Gross is a financial professional licensed to offer investment advice. She is currently registered with Capital Client Group, Inc., a firm based in Los Angeles, CA. Melinda has passed the Series 7TO, SIE, and Series 24 exams. She is committed to providing professional financial advice and guidance to her clients.
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
08/01/2023 - Present
Capital Client Group, Inc. (Los Angeles CA)
BC
Issued 10/19/2023
Series 24 - General Securities Principal Examination
BC
Issued 08/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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