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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 a financial advisor with Osaic Wealth, Inc. Sarvey has been in the financial industry since 1994 and has extensive experience in financial planning, portfolio management, and investment advisory services. Sarvey holds the Series 7, 63, 65, 24 and 51 licenses, as well as the SIE and Operations Professional certifications. Sarvey is a Certified Financial Planner and is registered in multiple states, including Florida, Pennsylvania, Texas, and West Virginia. 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.
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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 08/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/08/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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