Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crutcher? Claim Your ProfileCrutcher E. Reiss is a financial advisor with Raymond James & Associates, Inc., a large firm with over 3761 licensed agents and $433 billion in assets under management. Crutcher has been working in the financial industry since 2011. Crutcher holds Series 7, 63, SIE and 79 licenses and is registered to offer securities in Florida. Crutcher has experience working with high-net-worth individuals, corporations and insurance companies and offers a variety of services including financial planning, portfolio management for individuals and businesses, and selection of other advisers. Crutcher’s previous firms include Seaport Global Securities LLC and J.P. Morgan Securities LLC.
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.
Please see note in schedule d - miscellaneous
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
FL
07/24/2018 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
LA
01/30/2016 - 06/28/2018
SEAPORT GLOBAL SECURITIES LLC (NEW ORLEANS LA)
NY
09/13/2011 - 08/07/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 02/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2016
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 09/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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