Unclaimed
Douglas Canna is a financial advisor with LPL Financial LLC, a large firm with over $50 billion in assets under management. Douglas has been in the industry since 1994 and has been registered with LPL Financial LLC since 2009. Douglas specializes in providing financial advice to individuals and families, businesses, and corporations. Douglas offers a range of services, including financial planning, portfolio management, and investment consulting. Douglas holds licenses and certifications in various investment products, including Series 7, Series 6, Series 24, and Series 51. Douglas has a strong track record of success in helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
1
2
FL
05/20/2010 - Present
LPL Financial LLC (VALRICO FL)
FL
04/04/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (PARRISH FL)
FL
08/27/1999 - 04/14/2008
FFP SECURITIES, INC. (PARRISH FL)
IN
06/21/1996 - 08/31/1999
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
FL
04/13/1995 - 05/21/1996
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
MO
07/22/1994 - 04/12/1995
FFP SECURITIES, INC. (CHESTERFIELD MO)
MA
01/12/1994 - 07/18/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/12/1994 - 07/18/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 01/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/30/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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