Thomas Cannistra (CRD# 6128400) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Jacksonville, FL and has 1 year of experience in the finance industry.
CRD# 6347907
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4843820
Ubs Financial Services Inc.
CRD# 1920451
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Navy Federal Financial Group, LLC | Jacksonville, FL | May 2022 - Current | 2 |
| Navy Federal Investment Services, LLC | Jacksonville, FL | May 2022 - Current | 2 |
| Navy Federal Credit Union | Atlantic Beach, FL | Jun 2014 - May 2022 | 7 |
| Kelly Services | North Charleston, SC | Oct 2012 - May 2017 | 4 |
| Palmetto State Custom Cad, LLC | Summerville, SC | Mar 2004 - Dec 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- FL
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Total Assets Under Management1,473MILLIONS
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Total Number of Accounts6,072ACCOUNTS
-
Average Account Value$242,558
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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