Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Keith Gilpatrick is a registered representative with Capital Client Group, Inc., holding both a Series 7 and Series 66 license. Michael has been working in the financial industry since 2019 and holds a Series 7TO and a SIE. Michael currently provides investment advice to clients in Indiana, Illinois, Kentucky, Michigan, Minnesota, Missouri, Ohio, and Wisconsin. Michael's previous experience includes roles at Capital Group / American Funds Distributors, Inc. and Kroger.
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
07/11/2024 - Present
Capital Client Group, Inc. (CARMEL IN)
BOTH
Issued 07/11/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/24/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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