Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cheryl? Claim Your ProfileCheryl Kane is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 23 years of experience in the industry. Cheryl has a wide range of experience, having previously worked for UBS Financial Services Inc. and Goldman, Sachs & Co. Cheryl is licensed to provide investment advice in 41 states and holds Series 7, 63 and 65 licenses. Cheryl specializes in providing financial services to insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
08/27/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DENVER CO)
TX
09/16/2005 - 08/18/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
NJ
08/22/2003 - 12/03/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
08/14/1999 - 09/03/2003
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 05/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Cheryl Kane is the right advisor for you? Invested Better is here to help.
