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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeanne? Claim Your ProfileJeanne Kane is a financial advisor with over 5 years of experience in the financial industry. Jeanne is a Certified Financial Planner™ professional and holds Series 6, 63, and 65 licenses. She is currently registered with Onedigital Investment Advisors, LLC as a Registered Investment Advisor. Jeanne has experience working with individuals, families, businesses, and retirement plans. Jeanne offers a wide range of financial planning services, including retirement planning, investment management, college savings, and estate planning. She is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
11/04/2022 - Present
Onedigital Investment Advisors (Boonton NJ)
NJ
06/16/2017 - 12/31/2022
APW CAPITAL, INC. (Boonton NJ)
IA
Issued 02/28/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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