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Sarah Canaday

American Portfolios Financial Services, Inc.

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About Sarah Canaday

Sarah Canaday is a financial advisor with over 15 years of experience in the industry. Sarah is currently registered with American Portfolios Financial Services, Inc. and Osaic Institutions, Inc.. Sarah holds the Series 6, 7, 24 and SIE licenses.

Firm Information

Sarah Canaday is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Sarah Canaday’s Registration & Firm History

NY

12/21/2023 - Present

American Portfolios Financial Services, Inc. (HOLBROOK NY)

GA

12/07/2023 - 08/23/2024

TRIAD ADVISORS LLC (ATLANTA GA)

NE

12/07/2023 - 06/14/2024

SECURITIES AMERICA, INC. (LAVISTA NE)

MN

11/17/2011 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

MN

08/04/2006 - 03/12/2010

HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (WOODBURY MN)

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Licenses & Designations

BC

Issued 04/06/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/31/2012

Series 7 - General Securities Representative Examination

BC

Issued 08/03/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah Canaday.
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