Unclaimed
Giann Cannata has been active in the financial services industry since August 15, 2014. Giann is currently registered as a Registered Representative with Raymond James & Associates, Inc. and as an Investment Advisor Representative with Raymond James & Associates, Inc. in Florida. Giann previously worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Miami, FL and CP CAPITAL SECURITIES in Miami, FL.
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.
Please see note in schedule d - miscellaneous
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
08/29/2022 - Present
Raymond James & Associates, Inc. (CORAL GABLES FL)
FL
02/19/2016 - 08/16/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMI FL)
FL
07/31/2014 - 02/11/2016
CP CAPITAL SECURITIES (MIAMI FL)
BOTH
Issued 05/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/30/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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