Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rose? Claim Your ProfileRose Marie Jentz is a financial professional with over 15 years of experience in the securities industry. Rose is a Principal at Capital Client Group, Inc., a firm that offers various investment services. Rose has held a Series 24, 51, and 26 principal licenses and a Series 7TO, SIE, and 6 licenses. Rose’s primary business is focused on providing investment advice and recommendations.
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
04/28/2006 - Present
Capital Client Group, Inc. (SAN ANTONIO TX)
BC
Issued 08/06/2021
Series 24 - General Securities Principal Examination
BC
Issued 02/26/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/16/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Rose Jentz is the right advisor for you? Invested Better is here to help.
