Unclaimed
Darel Crosby has been in the financial services industry since June 7, 1996. Crosby is currently registered with Next Financial Group, Inc. as a Registered Representative (RA). Crosby has also held previous registrations with Sammons Securities Company, LLC, Financial Network Investment Corporation, National Planning Corporation, and MONY Securities Corporation. Crosby's primary professional focus is financial planning, and Crosby provides services to individuals, corporations, charitable organizations, and pension and profit-sharing plans. Crosby is registered in Alaska, California, Colorado, Idaho, Missouri, New Mexico, and Utah.
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.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
UT
05/19/2010 - Present
Next Financial Group, Inc. (SANDY UT)
UT
07/02/2004 - 05/17/2010
SAMMONS SECURITIES COMPANY, LLC (SANDY UT)
CA
07/16/2002 - 07/01/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
06/07/2000 - 12/19/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NY
05/31/1995 - 12/23/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 02/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/30/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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