Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kai? Claim Your ProfileKai Kressman is an Investment Advisor Representative associated with Verdence Capital Advisors, LLC. Kai holds the Series 65 license and is registered in Maryland. Kai has a strong background in the financial services industry, with experience in both the public and private sectors. Kai has a passion for helping individuals and families achieve their financial goals. Kai is also a dedicated community member, volunteering their time to various organizations.
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.
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.
Consulting
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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MD
02/07/2023 - Present
Verdence Capital Advisors, LLC (HUNT VALLEY MD)
IA
Issued 02/07/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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