Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kagen? Claim Your ProfileKagen Butler is a financial advisor with Morgan Stanley. Kagen has been working in the financial industry since 2021. Kagen is licensed in a number of states, including Kentucky, Ohio and Texas. Kagen's previous employers include Fidelity Brokerage Services LLC and Northwestern Mutual Investment Services, LLC. Kagen is a registered representative and investment advisor representative. Kagen's specialties include asset allocation, financial planning, pension consulting, and portfolio management.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
OH
08/31/2022 - Present
Morgan Stanley (Cincinnati OH)
KY
01/27/2022 - 08/22/2022
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
01/15/2021 - 07/30/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CINCINNATI OH)
BOTH
Issued 02/25/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/15/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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