Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cayen is a financial advisor in Beverly Hills, MI. Michael is licensed in six states including Colorado, Illinois, Indiana, Massachusetts, and Michigan. Michael has been in the industry since January 20, 1998, and has been registered with Cambridge Investment Research Advisors, Inc. since August 4, 2022. Prior to that, Michael worked for Lincoln Investment and Legend Equities Corporation. Michael has also served as an independent insurance agent for various companies and is the owner of several businesses including Cayen Financial Services LLC, Ohana Wealth Advisory, and Dakine Properties LLC.
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.
Solicitation fees from 3rd party money managers
1
2
MI
08/04/2022 - Present
Cambridge Investment Research Advisors, Inc. (Beverly Hills MI)
MI
01/03/2017 - 08/04/2022
LINCOLN INVESTMENT (Royal Oak MI)
MI
01/21/1998 - 01/03/2017
LEGEND EQUITIES CORPORATION (Royal Oak MI)
IA
Issued 12/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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