Unclaimed
Clifford Canavera is an investment advisor representative registered with Eagle Strategies LLC since 2004. Clifford holds Series 7, 6, 63 and 65 licenses, as well as the SIE exam. Clifford also has a Certified Financial Planner designation. Clifford specializes in providing financial planning, pension consulting, educational seminars and portfolio management for individuals, and also works with charitable organizations and corporations. Clifford also works for Canavara Financial Group, LLC as an owner. Previously, Clifford was registered with PRUCO SECURITIES, LLC. from 1993 to 2004. Clifford has been in the industry since 1993.
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.
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
KY
05/27/2004 - Present
Eagle Strategies LLC (BRANDENBURG KY)
NJ
04/29/1993 - 04/07/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 2/5/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/7/1998
Series 7 - General Securities Representative Examination
BC
Issued 4/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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