Business Description

Canella Financial Group offers comprehensive financial planning services. Our mission is partner with clients to prudently and thoughtfully achieve their life's dreams, goals, and aspirations. Establish a long-term relationship based on trust and knowledgeable advice so they can enjoy a genuinely happy life free from financial concerns.

General Information

Gender:

Male

CRD#:

2511559

Name of Broker/Dealer:

NEXT Financial Group

States Licensed in:

PA, OH, WV

States Willing to do Business in:

PA, OH, WV

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Non-Profit Organizations, Businesses, Individual Investors

Education

Academic Background

MBA - Duquesne University (1990)

BS, Business Administration - Duquesne University (1980)

Services

Investment Types:

Real Estate, Bonds, Stocks, Annuities, Insurance, Commodities, Mutual Funds, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Financial Planner

Securities Licenses:

Series 7, Series 24, Series 65

Insurance and Annuity Licenses:

Variable Life, Disability, Variable Annuity, Long Term Care, Life, HMO, Health, Annuity, Accident, Casualty, Property

Financial Organization Memberships:

Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

50000

Compensation Methods:

Based on Assets, Flat Fee, Commissions

Prepared By:

Sarvey Canella