Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Hiram Kagan is a registered representative and a principal with Corporate Partners & Co. LLC, a broker-dealer registered with FINRA. Jonathan has over 30 years of experience in the financial services industry. Jonathan has a strong track record of providing investment advice and portfolio management services to individual and institutional clients. Jonathan is also licensed in the state of New York. Jonathan is committed to providing his clients with personalized financial guidance and helping them achieve their financial goals.
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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NY
07/15/2014 - Present
Corporate Partners & Co. LLC (New York NY)
NY
03/21/2011 - 12/08/2014
GROTON SECURITIES LLC (OLD WESTBURY NY)
NY
01/17/2006 - 02/18/2009
LAZARD CAPITAL MARKETS LLC (NEW YORK NY)
NY
06/18/1987 - 06/07/2005
LAZARD FRERES & CO. LLC (NEW YORK NY)
BC
Issued 03/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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