Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Kane is a registered investment advisor representative with Atlas Private Wealth Advisors. Marc has been in the financial services industry since 2003 and has worked at several firms before joining Atlas Private Wealth Advisors. Marc holds Series 6, 63, and 65 licenses. Marc is a certified public accountant and provides accounting services in addition to his investment advisory role. Marc provides financial planning and portfolio management services to individuals and families. He also provides services to pension and profit-sharing plans.
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.
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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NJ
07/28/2017 - Present
Atlas Private Wealth Advisors (New Brunswick NJ)
NJ
04/28/2010 - 06/22/2012
PRUCO SECURITIES, LLC. (MATAWAN NJ)
NJ
03/07/2006 - 12/31/2009
MEDALLION INVESTMENT SERVICES, INC. (EAST BRUNSWICK NJ)
NY
04/12/2005 - 10/05/2005
LONG ISLAND FINANCIAL GROUP, INC. (ROSLYN NY)
IL
06/30/2004 - 08/23/2004
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
CT
09/25/2003 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
IA
Issued 07/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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