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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan David Canas is a financial advisor with over 2 years of experience in the financial services industry. Juan David Canas currently works at Morgan Stanley and is registered as a Registered Representative in Florida and Texas. Previously, Juan David Canas was associated with LPL Financial LLC in Plantation, FL. Juan David Canas holds Series 7TO, SIE, and Series 66 licenses. Juan David Canas's professional experience includes working in various roles in the finance industry, such as wealth management, financial planning, and investment advising. Juan David Canas is committed to providing personalized financial advice and guidance to his clients.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
01/29/2025 - Present
Morgan Stanley (Miami FL)
FL
01/01/2023 - 09/08/2023
LPL FINANCIAL LLC (PLANTATION FL)
BOTH
Issued 04/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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