Unclaimed
Muhammad Imran Sheikh is a financial advisor at Capital Client Group, Inc.. Muhammad has been in the financial industry since 1998. Muhammad is registered with the state of Indiana as both a Broker-Dealer and an Investment Advisor. Muhammad is also registered as a Broker-Dealer in several other states. Muhammad has a strong track record of success in helping clients achieve their financial goals.
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
09/18/2018 - Present
Capital Client Group, Inc. (CARMEL IN)
IN
06/11/1998 - 12/02/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
06/11/1998 - 12/02/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 09/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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