Unclaimed
Michael Kane is a registered representative and investment advisor representative with Momentum Independent Network Inc. located in Dallas, Texas. Michael has been in the industry since May 6, 2006. Michael has a Series 7, Series 66, Series 24, Series 53, and Series 4 licenses. He has experience with various investments, including equity, fixed income, mutual funds, and exchange-traded funds. Michael also has experience with financial planning, portfolio management, and retirement planning. Michael has previously worked with Hilltop Securities Inc., BBVA Securities Inc., Cetera Investment Services LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., and Capital One Investments, LLC. Michael holds a bachelor's degree in finance from the University of Texas at Austin.
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.
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.
12b-1 fees
1
2
TX
05/01/2023 - Present
Momentum Independent Network Inc. (DALLAS TX)
TX
08/21/2020 - 06/13/2023
HILLTOP SECURITIES INC. (Plano TX)
TX
11/12/2015 - 08/24/2020
BBVA SECURITIES INC. (ALLEN TX)
TX
05/14/2014 - 10/14/2015
CETERA INVESTMENT SERVICES LLC (GARLAND TX)
LA
10/01/2012 - 05/02/2014
J.P. MORGAN SECURITIES LLC (MONROE LA)
LA
09/14/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ALEXANDRIA LA)
LA
03/27/2006 - 09/12/2007
CAPITAL ONE INVESTMENTS, LLC (SLIDELL LA)
BOTH
Issued 11/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/11/2012
Series 4 - Registered Options Principal Examination
BC
Issued 11/19/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/22/2010
Series 24 - General Securities Principal Examination
BC
Issued 04/28/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Kane is the right advisor for you? Invested Better is here to help.