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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cranston? Claim Your ProfileCranston Richard Gesell is an investment advisor representative with One Capital Management, LLC. Cranston Gesell is a Certified Financial Planner and has been in the financial industry since 1983. He specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Cranston Gesell is registered with the state of California. He has also held previous positions with Mutual Securities, Inc., Royal Alliance Associates, Inc., Capital Analysts, Incorporated, Sun Investment Services Company, and Penn Mutual Equity Services, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav
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
CA
10/30/2020 - Present
ONE Capital Management, LLC (THOUSAND OAKS CA)
CA
06/24/2009 - 12/31/2021
MUTUAL SECURITIES, INC. (THOUSAND OAKS CA)
CA
01/07/2000 - 06/29/2009
ROYAL ALLIANCE ASSOCIATES, INC. (WESTLAKE VILLAGE CA)
OH
08/12/1997 - 01/05/2000
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
MA
01/16/1987 - 08/13/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NA
11/04/1983 - 04/15/1987
PENN MUTUAL EQUITY SERVICES, INC.
BOTH
Issued 05/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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