AC
CFP · ChFC
AC
CFP · ChFC

Alex Javier Canas

35 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningDivorce PlanningSpecial Needs Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
587 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1K
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Location

One Huntington Quadrangle Ste 1C01, Melville, NY, 11747

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alex is an independent insurance agent selling various insurance products, including fixed annuities, indexed annuities, long-term care, disability, universal life, term life, health, and group/individual insurance. Alex also works with Benefits Planning Corp and Anthony Izzo & Associates for insurance and investment marketing, and The Annuity Shoppe for fixed annuity sales, dedicating nearly full-time hours to these activities.

Employment History
Current Registrations
Voya Financial Advisors, INC.
August 2017 - Present · 8 yrs 6 mos
Voya Financial Advisors, INC.Broker
December 2010 - Present · 15 yrs 2 mos
Previous Registrations
Ing Financial Advisers, LLCBroker
October 1993 - December 2010 · 17 yrs 2 mos
Aetna Life Insurance and Annuity CompanyBroker
May 1990 - October 1993 · 3 yrs 5 mos
State Registrations26 states
AZCACOCTDCDEFLGAILINKSKYMAMDMTNCNHNJNYOHPASCTNTXVAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alex Javier Canas - Financial Advisor | TrueAdvisor