Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Joseph Kane is a financial advisor with Commonwealth Financial Network. Robert has been in the industry since September 2009 and has worked with various firms, including Morgan Stanley Smith Barney, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Fidelity Brokerage Services LLC. Robert is registered in Massachusetts and holds Series 63, Series 66, Series 7, and SIE licenses. Robert specializes in providing financial planning, portfolio management, and other advisory services for individuals, businesses, and pension plans. Robert is committed to providing clients with personalized financial guidance and helping them achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
08/23/2013 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
07/24/2009 - 11/18/2011
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
11/21/2007 - 12/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
NH
04/16/2007 - 11/06/2007
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BOTH
Issued 12/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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