Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Vigneaux is a financial advisor with over 25 years of experience in the industry. Robert is registered with Capital Client Group, Inc. and is a Series 6, 7, 24 and 63 licensed professional. Robert is a Chartered Financial Analyst. Robert has previously worked at Wells Fargo Funds Distributor, LLC, Evergreen Investment Services, Inc., MFS Fund Distributors, Inc., NVEST Funds Distributor, L.P., and Scudder Investor Services, Inc. Robert has a history of working with insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, banking or thrift institutions, business development companies, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, state or municipal government entities, and sovereign wealth funds and foreign official institutions.
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
04/25/2013 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
MA
01/04/2010 - 09/24/2012
WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)
MA
05/10/2007 - 01/04/2010
EVERGREEN INVESTMENT SERVICES, INC. (BOSTON MA)
MA
07/10/2000 - 04/09/2007
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
01/04/1999 - 06/22/2000
NVEST FUNDS DISTRIBUTOR, L.P. (BOSTON MA)
NY
11/21/1991 - 08/25/1994
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 03/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/31/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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