Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke A. Crane-acre has been a registered financial professional since 2001 and is a certified financial planner. Brooke has experience in a variety of financial services firms, including Sagepoint Financial, Inc. and Woodbury Financial Services, Inc. Brooke is currently employed by Osaic Wealth, Inc., and is licensed to provide investment advice in multiple states including California, Michigan, and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
01/19/2024 - Present
Osaic Wealth, Inc. (CLINTON TOWNSHIP MI)
MI
11/10/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CLINTON TOWNSHIP MI)
MI
09/14/2015 - 11/10/2017
SII INVESTMENTS, INC. (STERLING HEIGHTS MI)
MI
10/31/2005 - 09/30/2015
SAGEPOINT FINANCIAL, INC. (STERLING HEIGHTS MI)
AZ
09/05/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BOTH
Issued 04/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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