Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Canon? Claim Your ProfileCanon Price is a Senior Financial Advisor at Seia, a firm based in Los Angeles, California. Canon is a registered Investment Advisor with a strong track record in the industry, holding a Series 63, Series 65 and Series 7 license. Canon has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Canon focuses on financial planning, portfolio management, 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.
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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CA
12/03/2024 - Present
Seia (LOS ANGELES CA)
CA
10/31/2005 - 07/06/2010
SAGEPOINT FINANCIAL, INC. (BEVERLY HILLS CA)
AZ
12/04/2001 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
11/10/1999 - 12/17/2001
ROTHMAN MARKS, INC. (REDWOOD CITY CA)
MA
05/29/1992 - 12/02/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
05/29/1992 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 02/02/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2002
Series 24 - General Securities Principal Examination
BC
Issued 05/13/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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