Unclaimed
Kendall Kane is a financial professional with experience in the financial services industry. Kendall is currently registered with Purshe Kaplan Sterling Investments in Albany, NY. Kendall also holds a Series 7TO and Series 63 license. Prior to joining Purshe Kaplan Sterling Investments, Kendall was a registered representative with LPL FINANCIAL LLC in Sheboygan Falls, WI.
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.
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.
1
2
NY
08/16/2024 - Present
Purshe Kaplan Sterling Investments (ALBANY NY)
WI
10/09/2023 - 08/16/2024
LPL FINANCIAL LLC (SHEBOYGAN FALLS WI)
BC
Issued 06/29/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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