Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Camilla? Claim Your ProfileCamilla Kaae is a registered investment advisor representative with Cetera Investment Advisers LLC in San Diego, California. Camilla is a seasoned professional with extensive experience in the financial services industry. Camilla's background includes working with Fisher Investments and CIM Group in various roles, demonstrating a strong understanding of investment strategies and financial planning. Camilla's dedication to helping clients reach their financial goals is evident in her diverse range of services, including financial planning, portfolio management, and selection of other advisors. Camilla's commitment to professional development is demonstrated by the successful completion of numerous exams, including the Series 66, Series 24, and Series 7TO. Camilla's expertise and experience make her a valuable resource for individuals and families seeking comprehensive financial guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
03/04/2024 - Present
Cetera Investment Advisers LLC (SAN DIEGO CA)
BOTH
Issued 02/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2024
Series 24 - General Securities Principal Examination
BC
Issued 12/22/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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