Invested Better
Unclaimed

Unclaimed

Unclaimed

Shalayne K k Sagatis

BDT & MSD Partners, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Shalayne? Claim Your Profile

About Shalayne K k Sagatis

Shalayne K k Sagatis is a registered representative with BDT & MSD Partners, LLC. Shalayne has passed the Series 7TO, Series 63 and SIE exams. Shalayne is registered with the Financial Industry Regulatory Authority (FINRA) and 51 states. BDT & MSD Partners, LLC is a broker-dealer firm and is not registered with the Securities and Exchange Commission (SEC) as an investment advisor.

Firm Information

Shalayne Sagatis is currently registered with BDT & MSD Partners, LLC. BDT & MSD Partners, LLC is a Limited Liability Company formed on April 30, 2009. The firm is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. It is also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

84

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Shalayne Sagatis’s Registration & Firm History

CA

10/19/2023 - Present

BDT & MSD Partners, LLC (Santa Monica CA)

Not sure if Shalayne K k Sagatis is right for you?

Licenses & Designations

BC

Issued 12/22/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/24/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/29/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shalayne K k Sagatis.
Not sure if Shalayne K k Sagatis is right for you?