Unclaimed
Marc Anthony Canovali is a financial professional with over 28 years of experience in the financial services industry. Marc is currently registered with Cetera Investment Advisers LLC and has been active in the financial services industry since March 8, 1994. Marc is a Chartered Financial Consultant. Marc has held previous positions with LPL Financial LLC, Invest Financial Corporation, Ameritas Investment Corp., FFP Securities, Inc. and Vestax Securities Corporation. Marc is currently registered as an investment advisor 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 7/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/13/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 5/15/2008
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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