Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Desiree? Claim Your ProfileDesiree Cruciger is a financial advisor with Cetera Investment Advisers LLC. Desiree has been in the financial industry since 2007 and has experience working with individuals, corporations, and charitable organizations. Desiree is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, and 66 securities licenses. Desiree is also a registered investment advisor in Ohio and Pennsylvania.
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.
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2
OH
05/03/2021 - Present
Cetera Investment Advisers LLC (YOUNGSTOWN OH)
OH
12/13/2012 - 02/12/2014
LPL FINANCIAL LLC (YOUNGSTOWN OH)
OH
10/01/2012 - 12/05/2012
J.P. MORGAN SECURITIES LLC (GIRARD OH)
OH
05/07/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GIRARD OH)
BOTH
Issued 6/8/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/4/2008
Series 7 - General Securities Representative Examination
BC
Issued 5/4/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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