Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Kane is a financial advisor with over 30 years of experience in the financial services industry. Robert has a strong background in securities and investment advising, having held various roles at prominent firms such as Prudential Securities Incorporated, Thomson McKinnon Securities Inc., and Corporate Securities Group, Inc. Robert is currently registered with Cetera Investment Advisers LLC, a leading financial services firm, and holds Series 3, 7, 63, and 65 licenses. Robert is committed to providing personalized financial planning and investment management services to individuals, families, and businesses.
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.
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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2
NJ
06/29/2023 - Present
Cetera Investment Advisers LLC (FLORHAM PARK NJ)
NJ
11/08/2006 - 08/03/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (TEANECK NJ)
NJ
10/15/2004 - 11/01/2006
WOODBURY FINANCIAL SERVICES, INC. (MORRISTOWN NJ)
MN
06/18/2001 - 10/15/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
GA
08/04/1998 - 12/09/1999
WMA SECURITIES, INC. (DULUTH GA)
MO
06/21/1993 - 08/14/1996
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NY
09/15/1989 - 06/22/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/20/1986 - 09/16/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
07/23/1986 - 09/10/1986
CHUBB SECURITIES CORPORATION
IA
Issued 06/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1986
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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