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Clifford George Canavera

Eagle Strategies LLC

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About Clifford George Canavera

Clifford George Canavera is a financial professional with over 30 years of experience in the financial services industry. Clifford is currently registered with Eagle Strategies LLC, and has previously been registered with PRUCO SECURITIES, LLC. Clifford is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 6, 7, 63, and 65 securities licenses as well as the SIE exam. Clifford also holds the FINRA Series 6 and 7 licenses. Clifford's experience in the financial services industry spans a number of disciplines and he is able to provide a wide range of services to his clients. Clifford is based in Brandenburg, Kentucky and also serves clients across the United States.

Firm Information

Clifford Canavera is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in NEW YORK, NY. They offer a range of services including financial planning, pension consulting, educational seminars, and publication of periodicals. The firm manages assets for individuals, high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth clients. They also participate in wrap fee programs.
Eagle Strategies LLC

51 MADISON AVENUE

NEW YORK, NY 10010

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Clifford Canavera’s Registration & Firm History

KY

05/27/2004 - Present

Eagle Strategies LLC (BRANDENBURG KY)

NJ

04/29/1993 - 04/07/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

IA

Issued 02/05/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/28/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/1998

Series 7 - General Securities Representative Examination

BC

Issued 04/28/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Clifford George Canavera. Review regulatory record here.
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