Unclaimed
Michael McCabe is an Investment Advisor Representative with Kera Capital Partners. Michael has been in the industry since 2018 and has a Series 66, Series 7TO, SIE and Series 7 license. Michael has previously worked at Morgan Stanley. The firm has offices in San Jose, CA and Bend, OR and works with high-net-worth individuals, pooled investment vehicles, corporations or other businesses, and individuals other than high-net-worth. Michael's firm provides a wide range of services, including portfolio management for businesses, portfolio management for individuals, portfolio management for pooled investment vehicles and selection of other advisers.
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.
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.
Consulting
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.
A percentage of the total value of assets under management is charged.
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2
CA
08/12/2021 - Present
Kera Capital Partners (SAN JOSE CA)
CA
05/23/2018 - 03/30/2021
MORGAN STANLEY (MENLO PARK CA)
BOTH
Issued 06/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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