Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Peter Croonquist is an investment professional with over 30 years of experience in the financial services industry. Charles has been with Janney Montgomery Scott LLC since March of 2000. Prior to joining Janney Montgomery Scott, Charles had positions at Salomon Smith Barney Inc., UBS Securities Inc., J.P. Morgan Securities Inc., and Fahnestock & Co., Inc. Charles holds Series 7, 31, 63, and 65 licenses. He is currently registered in multiple states including Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Montana, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, and Wisconsin. Charles is dedicated to providing tailored financial advice and investment strategies to help individuals and families achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NJ
10/10/2008 - Present
Janney Montgomery Scott LLC (HACKENSACK NJ)
NY
12/11/1995 - 03/30/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
06/15/1993 - 11/03/1995
UBS SECURITIES INC. (NEW YORK NY)
NY
11/15/1991 - 06/09/1993
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
03/20/1990 - 06/08/1990
FAHNESTOCK & CO., INC. (NEW YORK NY)
IA
Issued 12/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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