Unclaimed
Joshua David Canniff is a financial advisor who has been in the industry since 2006. Joshua is a registered representative with Cetera Investment Advisers LLC and Advisornet Wealth Partners. Joshua holds Series 66, Series 7 and SIE licenses. Joshua is also a Certified Financial Planner. Joshua's experience includes investment advice, insurance, financial planning, and asset management.
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.
1
2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (SHOREVIEW MN)
MN
06/13/2006 - 05/20/2009
AMERIPRISE FINANCIAL SERVICES, INC. (NEW BRIGHTON MN)
BOTH
Issued 06/26/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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