Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Kane is a financial advisor who has been in the industry since July 1, 1990. Steven is currently registered with Osaic Wealth, Inc. and has been with the firm since June 14, 2024. Prior to that, Steven worked at Securities America, Inc. from March 3, 1997, to June 14, 2024. Steven is also registered in six states, including Iowa, Massachusetts, Missouri, Nebraska, Nevada, and Virginia. Steven's specializations include Financial Planning, Pension Consulting, Educational Seminars, Selection of Other Advisors, Portfolio Management for Businesses, and Portfolio Management for Individuals.
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
NE
06/14/2024 - Present
Osaic Wealth, Inc. (OMAHA NE)
NE
03/03/1997 - 06/14/2024
SECURITIES AMERICA, INC. (OMAHA NE)
CA
09/25/1992 - 03/05/1997
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
NE
07/31/1987 - 10/23/1989
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
BC
Issued 05/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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