Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Carlo Patterson is a financial professional with over 10 years of experience in the industry. Timothy is currently a Principal at Capital Client Group, Inc., a registered investment advisor, and has been with the firm since 2013. Timothy holds the Series 27, SIE, and Series 99 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
CA
07/30/2013 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
BC
Issued 06/29/2021
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2013
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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