Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rachel? Claim Your ProfileRachel Marie Ramos is a registered representative with Capital Client Group, Inc. based in Los Angeles, California. Rachel has been in the industry since 2002 and holds the Series 6 and Series 63 licenses. She is licensed in California. In addition to her current role at Capital Client Group, Inc., Rachel previously worked at American Funds Distributors, Inc.
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
CA
03/25/2008 - Present
Capital Client Group, Inc. (Los Angeles CA)
CA
05/13/2002 - 12/19/2006
AMERICAN FUNDS DISTRIBUTORS, INC. (BREA CA)
BC
Issued 12/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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