Unclaimed
Kaushal Majmudar is a financial advisor registered with Ridgewood Investments. Kaushal has over 20 years of experience in the financial services industry. Kaushal is also President of Ridgewood Investments Inc. and an officer of Freedom Income Fund Management LLC. Ridgewood Investments offers a variety of financial services, including portfolio management, financial planning, pension consulting, and selection of other advisers. Ridgewood Investments serves individuals, high-net-worth individuals, corporations, and other 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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
02/12/2015 - Present
Ridgewood Investments (SPRINGFIELD NJ)
CT
04/07/2003 - 11/17/2003
PORT FINANCIAL LLC (WESTPORT CT)
NY
10/27/1999 - 03/01/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/12/1996 - 02/14/1998
D.H. BLAIR INVESTMENT BANKING CORP. (NEW YORK NY)
NY
08/31/1994 - 04/22/1996
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 01/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2003
Series 24 - General Securities Principal Examination
BC
Issued 08/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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