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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Evan Kahn is a financial advisor with UBS Financial Services Inc. Michael has been in the financial services industry since 1993. Michael has a wide range of experience in the financial services industry, including working for A. R. SCHMEIDLER & CO., INC. and Lehman Brothers Inc. Michael is a registered representative in multiple states and holds several professional licenses, including the Series 7, Series 63, Series 66, and Series 24 exams. Michael specializes in working with individuals, corporations, and businesses. Michael also provides financial planning services, portfolio management, and educational seminars. Michael is a member of the New Jersey Commercial Real Estate Alliance.
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.
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.
See schedule d - miscellaneous
1
2
NY
10/26/2021 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
05/25/1999 - 10/19/2012
A. R. SCHMEIDLER & CO., INC. (NEW YORK NY)
NY
10/18/1993 - 04/13/1999
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
03/11/1993 - 04/13/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/28/1992 - 03/09/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 06/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2010
Series 4 - Registered Options Principal Examination
BC
Issued 02/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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