Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candise? Claim Your ProfileCandise Holmlund is a financial advisor with over 30 years of experience in the industry. Candise is a Certified Financial Planner and Chartered Financial Analyst and has worked with Alaethes Wealth, LLC since 2019. Prior to that, Candise worked with Weatherly Asset Management, L.P. Candise specializes in providing financial planning, portfolio management and pension consulting services for individuals and businesses.
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.
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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NV
11/21/2024 - Present
Alaethes Wealth, LLC (GLENBROOK NV)
NA
11/21/1984 - 05/01/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 05/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/1991
Series 3 - National Commodity Futures Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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