Unclaimed
Michael Alan Kagan is a registered representative with Clearbridge Investments, LLC. Michael Alan Kagan has been working in the financial industry since June 2003 and has been associated with Clearbridge Investments, LLC since December 2005. Michael Alan Kagan is registered to provide investment advice in 52 states and is also registered with FINRA. Michael Alan Kagan also has a Series 7, Series 66, and SIE license.
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.
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.
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.
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.
1
2
NY
04/15/2021 - Present
Clearbridge Investments, LLC (NEW YORK NY)
NY
06/12/2003 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 01/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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