Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sarvey? Claim Your ProfileSarvey Garcia Canella is an experienced financial advisor with over 30 years of experience in the industry. Sarvey is currently registered with Osaic Wealth, Inc., and holds a variety of licenses and registrations, including Series 7, 24, 51, 63, 65 and SIE. Sarvey has a strong track record of providing financial advice to individuals, families, and businesses. Sarvey's areas of expertise include financial planning, portfolio management, and retirement planning. Sarvey is committed to providing clients with personalized financial advice that meets their unique needs and goals.
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
06/14/2024 - Present
Osaic Wealth, Inc. (MOON TOWNSHIP PA)
PA
04/09/2010 - 06/14/2024
SECURITIES AMERICA, INC. (MOON TOWNSHIP PA)
PA
11/23/2004 - 04/09/2010
NEXT FINANCIAL GROUP, INC. (MOON TOWNSHIP PA)
MO
09/02/2003 - 11/19/2004
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IN
07/08/2000 - 09/10/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NH
01/07/2000 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
MN
07/28/1994 - 01/05/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/28/1994 - 01/05/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/2/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/4/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 5/8/2001
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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