Unclaimed
Brenden Matthew Hagner is an investment advisor representative registered with Natixis Advisors, LLC. Brenden has been active in the industry since March 24, 2011, and has been associated with Natixis Advisors, LLC since July 2023. Brenden's previous experience includes working with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MSI FINANCIAL SERVICES, INC., and FIRST INVESTORS CORPORATION. Brenden has passed several securities exams including the Series 6, 7, 63, and 65 as well as the Securities Industry Essentials Exam.
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.
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.
Strategic management for diversified investment portfolios.
Overlay portfolio management and model research provider.
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.
A percentage of wrap sponsor fees.
1
2
MA
07/26/2023 - Present
Natixis Advisors, LLC (BOSTON MA)
MA
12/20/2016 - 01/12/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
CT
08/09/2011 - 11/29/2016
MSI FINANCIAL SERVICES, INC. (GLASTONBURY CT)
CT
12/20/2010 - 07/21/2011
FIRST INVESTORS CORPORATION (E. HARTFORD CT)
IA
Issued 03/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 12/17/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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