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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Maurice Lane is a financial advisor registered in 12 states and has over 10 years of experience in the financial services industry. Kenneth Lane holds several licenses and designations, including a Series 65 license, a Series 63 license, a Series 7TO license, and a SIE license. Kenneth Lane is currently employed by Eagle Strategies LLC in Bellevue, Washington. Kenneth Lane specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations. Kenneth Lane also provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals.
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.
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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WA
02/05/2024 - Present
Eagle Strategies LLC (BELLEVUE WA)
IA
Issued 02/02/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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