Unclaimed
Richard Salinas is a financial advisor with over 17 years of experience in the industry. Richard is currently registered with Capital Client Group, Inc. Richard is also registered in Indiana and Texas. Richard holds several licenses, including Series 6, 7, 24, 26, 63, and 65. Richard specializes in providing investment advisory services. Richard is committed to providing clients with personalized financial advice and guidance.
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
TX
10/08/2014 - Present
Capital Client Group, Inc. (SAN ANTONIO TX)
IA
Issued 10/08/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2020
Series 24 - General Securities Principal Examination
BC
Issued 04/11/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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