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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 Lane is a financial advisor at Commonwealth Financial Network. Kenneth has been in the financial industry since 1994. Kenneth holds several licenses and registrations including the Series 63, Series 65, Series 66, and Series 7. Kenneth has experience with a range of investment products and services, including portfolio management, financial planning, and pension consulting. Kenneth has worked with clients such as corporations, individuals, and charitable organizations. Kenneth has previously worked at Charter One Securities, LM Financial Partners, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Dean Witter Reynolds Inc.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VT
03/26/2009 - Present
Commonwealth Financial Network (BENNINGTON VT)
OH
01/05/1999 - 11/28/2005
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
LA
01/04/1999 - 05/25/1999
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
LA
04/01/1998 - 12/31/1998
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
NY
07/09/1995 - 04/09/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/25/1994 - 05/11/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 11/10/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 07/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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