Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Kane is a financial advisor with over 20 years of experience in the industry. Jennifer holds a Series 7, Series 63, Series 65, and SIE licenses. Jennifer is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. She specializes in providing investment advisory services and financial planning to individuals, families, and businesses. Jennifer's experience and qualifications allow her to offer a wide range of services, including: financial planning, wealth management, investment advisory, insurance, divorce financial advisory, and estate planning.
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.
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2
TX
06/10/2024 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
CT
06/08/2012 - 10/24/2012
SSR LLC (STAMFORD CT)
NY
03/18/2008 - 09/24/2008
HAPOALIM SECURITIES USA, INC. (NEW YORK NY)
NY
12/01/2004 - 02/25/2008
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
07/26/2001 - 02/10/2003
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
05/23/2000 - 07/02/2001
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NY
11/23/1999 - 05/31/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 03/19/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/11/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1999
Series 3 - National Commodity Futures Examination
BC
Issued 11/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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