Unclaimed
Michael Maurice Kane is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with LPL Financial LLC and holds a Series 7, Series 6, Series 22, Series 24, and Series 63 license. Michael has a proven track record of helping individuals and families achieve their financial goals. He specializes in retirement planning, investment management, and insurance. Michael is committed to providing personalized service and building long-term relationships with his clients. He is a member of the Retirement Advisor Council and has been a Real Estate Rental Owner since 1989. Michael is passionate about helping his clients reach their full financial potential.
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.
Consulting and other non-discretionary advisory services
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
GA
02/04/2013 - Present
LPL Financial LLC (ALPHARETTA GA)
GA
07/11/2008 - 11/30/2010
NRP FINANCIAL, INC. (ALPHARETTA GA)
GA
11/02/1988 - 07/07/2008
NEW ENGLAND SECURITIES (ALPHARETTA GA)
NA
05/20/1985 - 10/31/1988
CALVERT SECURITIES CORPORATION
NA
11/09/1982 - 07/30/1985
PRUCO SECURITIES CORPORATION
BC
Issued 05/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/08/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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