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Melissa Ann Dreyer

Capital Client Group, Inc.

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About Melissa Ann Dreyer

Melissa Dreyer is a registered investment advisor representative with Capital Client Group, Inc.. Melissa has been in the financial services industry for over 12 years and has experience in providing investment advice to individuals and businesses. Melissa holds Series 6, 7, 63, and 65 securities licenses, as well as the Series 26 principal exam. She is also registered in Arkansas, Louisiana, Mississippi, and Texas. Melissa provides investment advice to clients in a variety of areas, including financial planning, portfolio management, and retirement planning. Melissa is committed to providing her clients with the highest level of service and expertise.

Firm Information

Melissa Dreyer is currently registered with Capital Client Group, Inc.. Capital Client Group, Inc. is a corporation established in 1972 and headquartered in Los Angeles, California. The firm provides various investment advisory services, including recommending affiliate as an investment advisor of SMA assets. They primarily serve corporations, individuals, insurance companies, investment companies, and other investment advisors. The firm is registered with the SEC and in 53 states.
Capital Client Group, Inc.

333 SOUTH HOPE STREET

LOS ANGELES, CA 90071-1406

Not reported

Assets Under Management

Not reported

Total Clients

619

Total Financial Advisors

Services Offered

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.

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recommending affiliate as investment adviser of sma assets

Recommending affiliate as investment adviser of sma assets

Fee Structure

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.

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other

As agreed upon in a manner that covers registrant's costs

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Melissa Dreyer’s Registration & Firm History

TX

01/20/2014 - Present

Capital Client Group, Inc. (SAN ANTONIO TX)

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Licenses & Designations

IA

Issued 01/18/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/07/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/13/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/24/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Melissa Ann Dreyer.
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