Kathryn Buck Cannella (CRD# 4157216) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Plainview, NY and has over 23 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Feb 2021 - Current | 3 |
| Thrivent Advisor Network, LLC | Plainview, NY | Jan 2021 - Current | 3 |
| Ameriprise Financial Services, Inc. | Melville, NY | May 2016 - Jan 2021 | 4 |
| Mass Mutual Life Insurance Company | Melville, NY | May 2016 - Jan 2017 | < 1 |
| Axa Advisors, LLC | Woodbury, NY | Mar 2000 - May 2016 | 16 |
| H&r Block | Shirley, NY | Jan 2000 - Apr 2016 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2000 |
- NY
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Total Assets Under Management6,164MILLIONS
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Total Number of Accounts28,513ACCOUNTS
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Average Account Value$216,175
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- 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, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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