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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Timothy Kane is a financial advisor who has been in the industry since June 2011. Mark is currently registered with CIBC Private Wealth Advisors, Inc. as a Registered Representative. Mark is also registered as an Investment Advisor Representative in Massachusetts. Mark holds a Series 66, SIE, and Series 7 licenses. Mark is a Certified Financial Planner. Previously, Mark was registered with Sanford C. Bernstein & Co., LLC. Mark has been registered in 51 states. Mark has experience providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Mark also provides financial planning services, portfolio management services for individuals, businesses, and investment companies, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Index provider
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
10/06/2021 - Present
Cibc Private Wealth Advisors, Inc. (Boston MA)
MA
06/15/2011 - 12/19/2014
SANFORD C. BERNSTEIN & CO., LLC (BOSTON MA)
BOTH
Issued 08/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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