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Detailed Report
EDILBERTO CANCEL
EDDIE CANCEL
CRD#: 1839801
IA
Investment Adviser
B
Broker
ADVICE AND PLANNING SERVICESCRD#: 20472 5411 Skycenter Drive
Suite 250
Tampa, FL 33607
Registration History
20002002200420062008201020122014201620182020202220242026IAADVICE AND PLANNING SERVICES (CRD# 20472)2012 - Present (12 years)BTIAA-CREF INDIVIDUAL & INSTITU... (CRD# 20472)2005 - Present (20 years)BWACHOVIA SECURITIES, LLC (CRD# 19616)2000 - 2004 (3 years)BFIRST UNION BROKERAGE SERVICES... (CRD# 8112)1999 - 2000 (1 year)
License(s)

State Registrations

B
Alabama 10/28/2020
B
Massachusetts 3/17/2005
B
Arizona 3/17/2005
B
Michigan 3/17/2005
B
Arkansas 3/17/2005
B
Mississippi 10/28/2020
B
Delaware 3/17/2005
B
New Jersey 3/17/2005
B
District of Columbia 3/17/2005
B
New Mexico 3/17/2005
B
Florida 3/17/2005
B
New York 3/17/2005
IA
Florida 3/18/2016
B
Ohio 3/17/2005
B
Georgia 3/17/2005
B
Oklahoma 3/17/2005
B
Hawaii 3/17/2005
B
Pennsylvania 3/17/2005
B
Illinois 3/17/2005
B
South Carolina 5/7/2020
B
Indiana 3/17/2005
B
Tennessee 3/17/2005
B
Iowa 3/17/2005
B
Texas 3/17/2005
B
Kentucky 3/17/2005
B
Washington 3/17/2005
B
Louisiana 3/18/2005
B
West Virginia 3/17/2005
B
Maryland 3/17/2005

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ADVICE AND PLANNING SERVICES (CRD#:20472)
5411 Skycenter Drive Suite 250, Tampa, FL 33607
Port Richey, FL
Registered with this firm since 5/25/2012
B
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CRD#:20472)
5411 Skycenter Drive Suite 250, Tampa, FL 33607
Port Richey, FL
Registered with this firm since 3/17/2005
Previous Registration(s)
th hidden textth hidden textNameLocation
B
 10/01/2000 - 01/08/2004 WACHOVIA SECURITIES, LLC (CRD#:19616) ST. LOUIS, MO
B
 03/24/1999 - 10/01/2000 FIRST UNION BROKERAGE SERVICES, INC. (CRD#:8112) CHARLOTTE, NC
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.