Invested Better
Unclaimed

Unclaimed

Unclaimed

Sarvey Garcia Canella

Osaic Wealth, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sarvey? Claim Your Profile

About Sarvey Garcia Canella

Sarvey 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.

Firm Information

Sarvey Canella is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a Corporation headquartered in SCOTTSDALE, AZ, United States. The firm was formed on 1988-08-05 and is currently approved. Osaic Wealth, Inc. offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. They participate in wrap fee programs and manage approximately $94.56 billion in regulatory assets under management.
Osaic Wealth, Inc.

1150 THORN RUN RD

MOON TOWNSHIP, PA 15108

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sarvey Canella’s Registration & Firm History

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)

Not sure if Sarvey Garcia Canella is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarvey Garcia Canella.
Not sure if Sarvey Garcia Canella is right for you?
Invested Better

Copyright 2024 Invested Better

Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.

Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.

Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.