Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara McBride is a registered representative with Capital Client Group, Inc. Sara's professional experience in the financial services industry began in January 2022 and is currently active in Indiana. Sara holds the Series 63, Series 7TO, and SIE licenses.
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
IN
01/05/2022 - Present
Capital Client Group, Inc. (CARMEL IN)
BC
Issued 01/25/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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