Unclaimed
Daniel Kane is a registered Investment Advisor Representative with Carderock Capital Management, Inc. in CHEVY CHASE, MD. Daniel has been in the industry since December 2002. Daniel is a Chartered Financial Analyst. Daniel has passed the Series 65 exam. Daniel has a current registration with the state of Maryland.
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.
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.
A percentage of the total value of assets under management is charged.
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MD
01/01/2002 - Present
Carderock Capital Management, Inc. (CHEVY CHASE MD)
IA
Issued 04/26/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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