Unclaimed
Ewald Martin Von Kanel is a financial advisor who has been in the industry since 1985. Ewald Martin Von Kanel is currently registered with LPL Financial LLC. Ewald Martin Von Kanel has been with LPL Financial LLC since 2018. Ewald Martin Von Kanel also has previous experience with Summit Brokerage Services, Inc. Ewald Martin Von Kanel is a Certified Financial Planner.
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
CA
10/31/2018 - Present
LPL Financial LLC (TORRANCE CA)
CA
04/16/2009 - 11/07/2018
SUMMIT BROKERAGE SERVICES, INC. (TORRANCE CA)
CA
10/13/1994 - 04/28/2009
LPL FINANCIAL CORPORATION (TORRANCE CA)
IN
10/07/1992 - 10/10/1994
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
AZ
05/19/1992 - 09/23/1992
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
OR
03/24/1992 - 08/17/1992
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NA
03/01/1990 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
MA
10/22/1985 - 04/15/1992
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
10/22/1985 - 12/31/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 06/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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