Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caleb? Claim Your ProfileCaleb Charles Crousey is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Caleb has been in the industry since March 27, 2017 and holds Series 66, Series 7 and SIE licenses. Caleb is registered to provide investment advice in Arizona, California, Mississippi, Nevada, North Carolina, Ohio and Pennsylvania. Caleb previously worked at Lincoln Financial Advisors Corporation and NatCity Investments, Inc.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
06/20/2019 - Present
Wells Fargo Advisors Financial Network, LLC (GREENSBURG PA)
PA
11/06/2018 - 03/19/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (GREENSBURG PA)
PA
01/24/2008 - 06/10/2008
NATCITY INVESTMENTS, INC. (GREENSBURG PA)
PA
06/13/2006 - 12/05/2007
A. G. EDWARDS & SONS, INC. (GREENSBURG PA)
BOTH
Issued 02/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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