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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 an investment advisor representative at Cetera Investment Advisers LLC. Stephen has been in the industry for over 40 years, working with clients to help them achieve their financial goals. Stephen holds a Series 7, Series 24, Series 51, and Series 63 license, as well as the SIE exam. Stephen is also a Certified Financial Planner. Stephen's office is located in Urbandale, Iowa.
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 05/29/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/27/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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