Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cari? Claim Your ProfileCari Berlage Lodge is a registered representative with Commonfund Securities, Inc., and has over 20 years of experience in the financial services industry. Cari's experience includes roles with Credit Suisse Securities (USA) LLC and Donaldson, Lufkin & Jenrette Securities Corporation. Cari holds FINRA Series 7, 24, and 63 licenses as well as the Securities Industry Essentials Examination.
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.
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.
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2
CT
05/29/2013 - Present
Commonfund Securities, Inc. (WILTON CT)
NY
12/18/2000 - 07/23/2012
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NJ
11/01/2000 - 12/18/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 10/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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