Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerard? Claim Your ProfileGerard Kane is an investment advisor representative with Knights Of Columbus Asset Advisors LLC, based in New Haven, CT. Gerard has a Series 65 license and is registered with the state of Maryland. Gerard has a background in insurance and has experience working for the Federal Emergency Management Agency and the Defense Information Systems Agency. Gerard is also involved with Kane Catholic Missions, a non-profit organization that supports inner-city children in Baltimore, MD.
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.
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.
Strategic management for diversified investment portfolios.
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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CT
10/21/2021 - Present
Knights OF Columbus Asset Advisors LLC (NEW HAVEN CT)
IA
Issued 06/30/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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