Unclaimed
Giliane Cannavo is an active investment advisor representative registered with Morgan Stanley. Giliane has been in the industry since July 1996 and has experience with a wide range of investment products. Giliane has held past registrations with Ameriprise Financial Services, Inc. and Ameriprise Advisor Services, Inc.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
05/23/2014 - Present
Morgan Stanley (Plantation FL)
FL
10/05/2009 - 05/30/2014
AMERIPRISE FINANCIAL SERVICES, INC. (AVENTURA FL)
FL
07/31/1996 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (MIAMI FL)
IA
Issued 10/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/01/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Giliane Cannavo is the right advisor for you? Invested Better is here to help.