Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gegen is a financial advisor with over 10 years of experience in the industry. He is currently registered with Robert W. Baird & Co. Inc. and has previously worked at J.P. MORGAN SECURITIES LLC. Michael Gegen specializes in providing investment advice to individuals, families, and businesses. He has experience in a wide range of investment products and services, including stocks, bonds, mutual funds, and exchange-traded funds. Michael Gegen is committed to providing his clients with personalized financial advice that meets their individual needs and goals. He is also a strong advocate for financial literacy and community involvement.
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.
See schedule d
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.
Hard dollar payments for research
1
2
CO
04/25/2016 - Present
Robert W. Baird & Co. Inc. (DENVER CO)
CO
04/22/2013 - 01/21/2016
J.P. MORGAN SECURITIES LLC (DENVER CO)
BOTH
Issued 04/18/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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