Unclaimed
Joseph Anthony Cannova is a financial advisor who has been in the industry since 1995. He is currently registered with Avantax Advisory Services and holds licenses for a variety of financial products and services. Joseph Anthony Cannova is a Certified Financial Planner and can provide financial planning, portfolio management, and other services to individuals, families, and businesses. Joseph Anthony Cannova's expertise includes working with high-net-worth individuals, pension plans, and corporations.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NJ
05/18/2002 - Present
Avantax Advisory Services (TOMS RIVER NJ)
BC
Issued 09/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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