Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rosanne? Claim Your ProfileRosanne Kane is a financial professional with over 16 years of experience in the industry. Rosanne holds the Series 4, Series 7, Series 24, Series 53, and Series 63 licenses. Rosanne is registered with Osaic FA, Inc. and Osaic FS, Inc. in Connecticut. Rosanne works with a range of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Rosanne provides a variety of advisory services, including portfolio management, financial planning, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting services provided on a limited basis.
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
CT
05/12/2010 - Present
Osaic FA, Inc. (HARTFORD CT)
BC
Issued 03/04/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2008
Series 4 - Registered Options Principal Examination
BC
Issued 08/25/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/31/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Rosanne Kane is the right advisor for you? Invested Better is here to help.
