Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mitchell? Claim Your ProfileMitchell Paul Wehrenberg is a registered investment advisor representative with Capital Client Group, Inc., located in Carmel, Indiana. Mitchell holds multiple licenses including Series 6, 7, 63, and 65. Mitchell has experience in the financial services industry since 2014. Mitchell Wehrenberg is also registered in 26 states and has been active since 2018. Mitchell Wehrenberg offers advisory services including portfolio management for individuals and recommending affiliate as an investment advisor of SMA assets.
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
08/01/2018 - Present
Capital Client Group, Inc. (CARMEL IN)
IA
Issued 08/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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