Unclaimed
Peter Kane is a financial professional with experience in various areas, including financial consulting, business development, and life insurance. Peter holds both Series 66 and Series 7 licenses and has a background in managing finances and providing business guidance for clients. Peter is currently affiliated with Csenge Advisory Group, a firm specializing in financial planning, asset allocation, and portfolio management.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
TX
02/24/2023 - Present
Csenge Advisory Group, LLC (Dallas TX)
BOTH
Issued 02/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/16/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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