Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seema? Claim Your ProfileSeema Manek is a financial advisor with over 11 years of experience in the industry. She is currently registered with Capital Client Group, Inc. and holds several licenses, including Series 7, Series 24, and Series 63. Seema is also a Chartered Financial Analyst. Before joining Capital Client Group, Seema worked at Wells Fargo Funds Distributor, LLC and BlackRock Fund Distribution Company. Seema is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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
08/27/2021 - Present
Capital Client Group, Inc. (Los Angeles CA)
CA
06/29/2012 - 05/27/2021
WELLS FARGO FUNDS DISTRIBUTOR, LLC (SAN FRANCISCO CA)
CA
06/12/2009 - 12/14/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
BC
Issued 07/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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