Unclaimed
Donald Scott Crane is a financial advisor with Cetera Investment Advisers LLC and Crane & Associates Wealth Management. Donald has been in the industry for over 14 years, and holds the Series 7, Series 66 and Series 24 licenses. Donald is also a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). Donald specializes in financial planning, asset management, and retirement planning. Donald serves a wide range of clients including individuals, families, and businesses.
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (FULLERTON CA)
IA
Issued 1/4/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 7/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/6/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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