Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Cervellera is a financial advisor at Canopy 360 Wealth, LLC. John has been in the financial industry for over 8 years. John is registered in Florida and has a Series 65, Series 66, Series 7 and SIE license. John specializes in providing financial advice to high net worth individuals, charitable organizations, and pension and profit-sharing plans. John and Canopy 360 Wealth, LLC also offer financial planning services to 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.
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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FL
04/28/2022 - Present
Canopy 360 Wealth, LLC (OCALA FL)
FL
09/24/2014 - 04/06/2018
CUNA BROKERAGE SERVICES, INC. (OCALA FL)
IA
Issued 04/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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