Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin McKane is a financial advisor with over 12 years of experience in the financial services industry. Kevin has worked for several firms, including UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Raymond James & Associates, Inc., and Janney Montgomery Scott LLC. Kevin holds a Series 6, 7, 63, and 66 license and is a Certified Financial Planner. Kevin specializes in financial planning, portfolio management, and pension consulting.
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.
Fee plus commission
1
2
GA
04/17/2019 - Present
Janney Montgomery Scott LLC (ATLANTA GA)
GA
07/12/2013 - 04/24/2019
RAYMOND JAMES & ASSOCIATES, INC. (ATLANTA GA)
TN
06/12/2012 - 06/27/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NASHVILLE TN)
NC
02/03/2010 - 05/23/2012
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
GA
07/21/2006 - 04/06/2009
DIVERSIFIED INVESTORS SECURITIES CORP. (ATLANTA GA)
BOTH
Issued 09/08/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/20/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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