Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vaibhav? Claim Your ProfileVaibhav Muklesh Patel is an investment advisor representative at Capital Client Group, Inc.. Vaibhav has been in the industry since October 30, 2016. Vaibhav is registered in Indiana and other states as a broker-dealer and an investment advisor representative. Vaibhav Muklesh Patel is also a registered representative for Capital Client Group, Inc.. Vaibhav has also worked for Nationwide Investment Services Corporation and American Funds.
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
12/11/2018 - Present
Capital Client Group, Inc. (CARMEL IN)
OH
09/16/2016 - 11/17/2017
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
IA
Issued 12/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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