linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Pamela Ann Gillett

Capital Client Group, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Pamela? Claim Your Profile

About Pamela Ann Gillett

Pamela Ann Gillett is a financial advisor with Capital Client Group, Inc. Pamela has been in the financial industry since 2000. She has a variety of experience, working with a number of firms prior to her current position. Pamela has a Series 7, Series 6, Series 63, Series 66, and Series 26 license. She also has her SIE license. She is registered with the state of California. In addition to her work as a financial advisor, Pamela also runs a business called Science & Spirit Skincare LLC.

Firm Information

Pamela Gillett 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.

check

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.

check

other

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Pamela Gillett’s Registration & Firm History

CA

12/11/2013 - Present

Capital Client Group, Inc. (LOS ANGELES CA)

CA

09/09/2010 - 12/04/2013

STANCORP EQUITIES, INC. (WALNUT CREEK CA)

CA

03/04/2008 - 07/12/2010

PRINCOR FINANCIAL SERVICES CORPORATION (SAN RAFAEL CA)

IA

04/17/2008 - 09/24/2008

PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)

MA

03/08/2000 - 02/13/2008

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

Not sure if Pamela Ann Gillett is right for you?

Licenses & Designations

BOTH

Issued 04/09/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/14/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/18/2008

Series 7 - General Securities Representative Examination

BC

Issued 03/07/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Pamela Ann Gillett.
Not sure if Pamela Ann Gillett is right for you?