Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crey? Claim Your ProfileCrey Keitzer is a financial advisor with over 10 years of experience in the industry. Crey is registered with LPL Financial LLC and Stratos Wealth Partners, Ltd. Crey specializes in a variety of financial services, including financial planning, portfolio management, and investment advisory services. Crey's focus is on providing personalized financial guidance to help individuals and families achieve their financial goals. Crey holds Series 7, Series 66, and SIE licenses. Crey is also registered with the state of Pennsylvania as an investment advisor representative. Crey is committed to providing clients with the highest level of service and expertise.
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.
Consulting and other non-discretionary advisory services
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
10/11/2018 - Present
LPL Financial LLC (CRANBERRY TOWNSHIP PA)
BOTH
Issued 02/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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