Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Snelly is a registered investment advisor representative with Capital Client Group, Inc. Michael is also a registered representative with Capital Client Group, Inc., and is licensed to sell securities in several states. Michael has been in the financial services industry since 2015, and previously worked at Charles Schwab & Co., Inc. Michael has passed the Series 63, Series 65, Series 7 and SIE exams.
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
08/08/2018 - Present
Capital Client Group, Inc. (CARMEL IN)
IN
12/07/2015 - 02/06/2017
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
IA
Issued 08/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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