Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charmaine? Claim Your ProfileCharmaine Kaes is an investment advisor representative with Blackridge Asset Management, LLC. Charmaine has been working in the financial services industry since 1987. She is registered with the state of New York to provide investment advice. Charmaine has worked with a number of other firms over the years, including Cambridge Investment Research, Inc., Ensemble Financial Services, Inc., Signator Investors, Inc., and Equity Services, Inc. Charmaine has a strong background in financial planning and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
FL
03/25/2022 - Present
Blackridge Asset Management, LLC (JUPITER FL)
NY
07/18/2011 - 01/29/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (AMHERST NY)
NY
02/04/2011 - 06/30/2011
ENSEMBLE FINANCIAL SERVICES, INC. (AMHERST NY)
NY
10/19/2004 - 02/07/2011
SIGNATOR INVESTORS, INC. (WILLIAMSVILLE NY)
VT
01/04/1999 - 10/05/2004
EQUITY SERVICES, INC. (MONTPELIER VT)
NY
11/30/1999 - 10/01/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
12/11/1987 - 01/04/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
01/15/1987 - 12/02/1987
MML INVESTORS SERVICES, INC.
IA
Issued 03/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Charmaine Kaes is the right advisor for you? Invested Better is here to help.
