Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sage? Claim Your ProfileSage Michael Casaga is a financial advisor associated with Gerber Kawasaki Wealth & Investment Management, registered with the state of California. Sage is an Investment Adviser Representative and has been in the industry since January 2020. Sage holds the Series 65 license. Sage offers a wide range of services including financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies.
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.
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.
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.
Third-party advisory fees
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CA
06/18/2020 - Present
Gerber Kawasaki Wealth & Investment Management (SANTA MONICA CA)
IA
Issued 06/18/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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