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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Claudia? Claim Your ProfileClaudia Cypher Kane is a financial advisor with Raymond James Financial Services Advisors, Inc., in Roseville, CA. Claudia is registered as a broker-dealer and an investment advisor. She has over 35 years of experience in the industry. Claudia's areas of expertise include retirement planning, investment management, and wealth management for individuals and families. Claudia is a Certified Financial Planner and a Certified Divorce Financial Analyst. She is a member of the Financial Planning Association and the National Association of Personal Financial Advisors. Claudia is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
10/04/2011 - Present
Raymond James Financial Services Advisors, Inc. (ROSEVILLE CA)
CA
06/27/2008 - 09/09/2011
WELLS FARGO ADVISORS, LLC (CAMERON PARK CA)
CA
05/02/2001 - 07/07/2008
WELLS FARGO INVESTMENTS, LLC (PLACERVILLE CA)
CA
12/18/1997 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
04/08/1997 - 01/01/1998
INTERCAL SECURITIES CO. (SACRAMENTO CA)
MO
05/10/1994 - 02/04/1997
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
12/09/1992 - 05/02/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MA
11/29/1988 - 12/18/1990
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
02/15/1988 - 12/14/1988
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
09/28/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
NA
07/24/1985 - 10/13/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 02/18/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/1989
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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