Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kane is a financial advisor with Raymond James Financial Services Advisors, Inc. in Downers Grove, IL. David has over 30 years of experience in the financial services industry. David has a broad range of experience working with individual investors, businesses and institutions, helping them reach their financial goals. David’s career started at A. G. Edwards & Sons, Inc. where he was registered from February 15, 2000 to June 21, 2001. He worked at Edward Jones from June 15, 2001 to June 18, 2012 and then moved to Morgan Stanley from June 15, 2012 to March 25, 2021. David holds Series 63, Series 65, Series 7, and Series 24 licenses. David Kane also owns and operates Kane Wealth Group. David is a dedicated and experienced financial advisor who is committed to providing his clients with the highest level of service.
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
IL
03/08/2021 - Present
Raymond James Financial Services Advisors, Inc. (Downers Grove IL)
IL
06/15/2012 - 03/25/2021
MORGAN STANLEY (LISLE IL)
IL
06/15/2001 - 06/18/2012
EDWARD JONES (AURORA IL)
MO
02/15/2000 - 06/21/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
SC
07/10/1996 - 02/18/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NJ
03/29/1994 - 07/15/1996
ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)
MN
06/22/1992 - 02/23/1994
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IA
Issued 03/16/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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