Unclaimed
Andrew Kane is a financial advisor registered with Apollon Wealth Management, LLC. Andrew has been in the securities industry for over 30 years, and holds licenses to provide investment advice in Florida. Before joining Apollon Wealth Management, LLC, Andrew was a registered representative of Purshe Kaplan Sterling Investments. Andrew specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and pension consulting services.
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.
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
SC
02/17/2021 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
FL
02/26/2021 - 06/24/2024
PURSHE KAPLAN STERLING INVESTMENTS (Miami Beach FL)
FL
06/24/2016 - 12/31/2020
FORTUNE FINANCIAL SERVICES, INC. (Miami Beach FL)
FL
10/16/2015 - 07/07/2016
INTERNATIONAL ASSETS ADVISORY, LLC (MIAMI BEACH FL)
FL
06/06/2013 - 10/16/2015
MUTUAL SECURITIES, INC. (MIAMI FL)
FL
11/22/2010 - 05/15/2013
LASALLE ST SECURITIES, L.L.C. (MIAMI FL)
FL
06/01/2009 - 11/19/2010
MORGAN STANLEY SMITH BARNEY (MIAMI FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MIAMI FL)
FL
08/25/2003 - 04/02/2007
MORGAN STANLEY DW INC. (MIAMI FL)
MO
07/01/2003 - 08/13/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/30/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/03/1998 - 11/02/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/06/1994 - 04/15/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
12/23/1993 - 03/10/1994
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
IA
Issued 01/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 12/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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