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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Steven Kane is an Investment Advisor Representative with Morton Wealth. Alan Kane has been in the industry since 1982. Alan Kane has a wide range of experience, including time spent at Investment Security Corporation, Gruntal & Co., L.L.C., and Drexel Burnham Lambert Incorporated. Alan Kane specializes in Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles. Alan Kane is registered with the state of California.
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.
A percentage of the total value of assets under management is charged.
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2
CA
08/30/2006 - Present
Morton Wealth (CALABASAS CA)
CA
05/18/2000 - 12/20/2002
INVESTMENT SECURITY CORPORATION (CALABASAS CA)
NY
06/15/1989 - 06/17/1998
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NA
09/28/1982 - 06/13/1989
DREXEL BURNHAM LAMBERT INCORPORATED
IA
Issued 04/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/31/1989
Series 24 - General Securities Principal Examination
BC
Issued 02/05/1987
Series 15 - Foreign Currency Options Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1982
Series 5 - Interest Rate Options Examination
Active
Inactive
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