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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen George Canakes is a financial professional with over 40 years of experience in the financial services industry. Stephen is currently registered with Cetera Investment Advisers LLC, a firm that offers a wide range of financial services, including financial planning, portfolio management, and pension consulting. Stephen is also a Certified Financial Planner and is active in the financial services industry. Stephen has been involved in the financial services industry since 1982 and has a diverse background in financial services. Stephen's experience includes providing financial advice to individuals and businesses, managing investment portfolios, and helping clients plan for retirement.
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
IA
03/21/2024 - Present
Cetera Investment Advisers LLC (URBANDALE IA)
NA
09/24/1982 - 10/06/1983
DOMESTIC INTERNATIONAL CORP.
BC
Issued 11/10/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/29/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 5/27/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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