Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Albert Knudsen is a financial advisor who is currently registered with Cbre Capital Advisors, Inc. He has been in the industry since September 4, 2017. Previously, Charles Albert Knudsen has been affiliated with Blaylock Van, LLC in New York, NY and Kipling Jones & Co., LTD. in Houston, TX. Charles Albert Knudsen has passed the Series 7, Series 63, Series 79 and SIE exams. Charles Albert Knudsen is currently registered in Texas, Utah and Wisconsin.
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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TX
08/30/2021 - Present
Cbre Capital Advisors, Inc. (DALLAS TX)
NY
09/09/2017 - 02/09/2021
BLAYLOCK VAN, LLC (NEW YORK NY)
TX
02/16/2017 - 09/20/2017
KIPLING JONES & CO., LTD. (HOUSTON TX)
BC
Issued 04/20/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 02/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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