Unclaimed
Marc Anthony Canovali is a financial advisor with Cetera Investment Advisers LLC. Marc has been in the financial services industry since 1994. Marc has a wide range of experience and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Marc is registered as a Registered Representative and Investment Adviser Representative in Pennsylvania and Texas.
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
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (PITTSBURGH PA)
PA
01/30/2015 - 05/31/2022
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
03/02/2009 - 01/30/2015
INVEST FINANCIAL CORPORATION (PITTSBURGH PA)
PA
05/23/2000 - 03/30/2009
AMERITAS INVESTMENT CORP. (PITTSBURGH PA)
MO
02/27/1997 - 05/09/2000
FFP SECURITIES, INC. (CHESTERFIELD MO)
OH
02/24/1994 - 03/12/1997
VESTAX SECURITIES CORPORATION (HUDSON OH)
IA
Issued 07/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/15/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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