Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Quagrello is a registered Investment Advisor Representative with Capital Client Group, Inc. Steven has been in the securities industry since September 10, 2000. Steven has passed the Series 6, 7, 63, 65 and 26 exams. Steven is currently registered in California, New York, and Pennsylvania.
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
06/25/2013 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
MA
08/30/2000 - 11/21/2007
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 06/25/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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