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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Cannella is an investment advisor representative with Osaic Wealth, Inc.. Jeffrey has been in the industry since 2000. Osaic Wealth, Inc. is a registered investment advisor with offices in Scottsdale, Arizona and Elizabeth, Colorado. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
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2
CO
05/19/2024 - Present
Osaic Wealth, Inc. (ELIZABETH CO)
CO
09/07/2004 - 12/21/2007
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
CO
11/27/2001 - 09/07/2004
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
CT
12/19/2000 - 06/29/2001
AUERBACH, POLLAK & RICHARDSON INC. (STAMFORD CT)
CO
10/02/2000 - 12/19/2000
AMERICAN FRONTEER FINANCIAL CORPORATION (DENVER CO)
FL
08/16/1999 - 09/25/2000
FAS WEALTH MANAGEMENT SERVICES, INC. (SARASOTA FL)
BOTH
Issued 12/23/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/05/2000
Series 4 - Registered Options Principal Examination
BC
Issued 11/24/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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