Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sally? Claim Your ProfileSally Picota de holte is a financial advisor based in LOS ANGELES, CA. Sally is registered with Capital Client Group, Inc. and has been in the industry since February 17, 2011. Sally has a strong understanding of the financial markets and can provide advice to clients on a variety of investment products. Sally has passed the Series 6, Series 7TO, Series 26 and Series 63 exams. Sally is registered in Arizona, California, Florida, Georgia, Puerto Rico and Texas.
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
02/18/2011 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
BC
Issued 03/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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