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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexis? Claim Your ProfileAlexis Ann Cannon is a financial advisor based in SAN DIEGO, CA with over 9 years of experience in the financial services industry. Alexis Ann Cannon is currently registered with Commonwealth Financial Network and previously worked with LPL FINANCIAL LLC and WADDELL & REED, INC. Alexis Ann Cannon holds the Series 7, Series 66, and Series 99TO securities licenses. Alexis Ann Cannon provides financial advice for individuals, high-net-worth individuals, businesses, corporations, charities, and pension & profit sharing plans.
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
CA
05/28/2015 - Present
Commonwealth Financial Network (SAN DIEGO CA)
CA
02/21/2014 - 05/15/2015
LPL FINANCIAL LLC (LA JOLLA CA)
CA
03/08/2013 - 10/02/2013
WADDELL & REED, INC. (SAN DIEGO CA)
BOTH
Issued 04/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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