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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Jeffrey Kane is a financial advisor with Commonwealth Financial Network. Steven has been in the financial industry since 1998 and has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Steven provides financial planning, portfolio management, and pension consulting services. Steven holds the Series 6, 7, 24, 26, 63 and 65 securities licenses and is a Certified Financial Planner. Steven has previous experience working with ENSEMBLE FINANCIAL SERVICES, INC., MCDONALD INVESTMENTS INC., CADARET, GRANT & CO., INC., PAYCHEX SECURITIES CORPORATION, and 1717 CAPITAL MANAGEMENT COMPANY.
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
NY
06/29/2021 - Present
Commonwealth Financial Network (PITTSFORD NY)
NY
01/31/2003 - 04/25/2011
ENSEMBLE FINANCIAL SERVICES, INC. (PITTSFORD NY)
OH
10/04/2000 - 02/10/2003
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
03/21/2000 - 07/10/2000
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
03/09/1999 - 01/04/2000
PAYCHEX SECURITIES CORPORATION (ROCHESTER NY)
DE
08/19/1998 - 02/04/1999
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
02/12/1998 - 08/19/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 09/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2004
Series 24 - General Securities Principal Examination
BC
Issued 04/30/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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