Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Canakes is a financial advisor with Edward Jones. Jeffrey has been working in the financial industry since December 27, 2010. He is registered with the state of Minnesota and Texas. Jeffrey has a broad range of experience in the financial industry, including working with clients in various areas. Jeffrey is committed to providing his clients with personalized financial advice and guidance. Jeffrey holds the Series 7, 6, 22, and 66 licenses. Jeffrey also has a Certified Financial Planner designation. Jeffrey is committed to helping his 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.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MN
06/21/2021 - Present
Edward Jones (AUSTIN MN)
MN
08/06/2018 - 06/25/2021
U.S. BANCORP INVESTMENTS, INC. (ALBERT LEA MN)
MN
05/09/2013 - 08/10/2018
WADDELL & REED (BLOOMINGTON MN)
NA
01/22/1986 - 06/02/1988
WADDELL & REED, INC.
BOTH
Issued 06/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/21/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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