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Francoise Renee Crandell

Premier Financial Group Inc.

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About Francoise Renee Crandell

Francoise Crandell is an investment advisor representative at Premier Financial Group Inc. in Eureka, California. Francoise has been in the financial services industry since 2004 and has experience in providing financial planning services, investment management, and pension consulting.

Firm Information

Francoise Crandell is currently registered with Premier Financial Group Inc.. Premier Financial Group Inc. is an investment advisory firm headquartered in Eureka, CA. The firm offers a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals. With over 1200 accounts and $672 million in regulatory assets under management, they serve a diverse clientele, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Their services include educational seminars and publication of periodicals.
Premier Financial Group Inc.

725 SIXTH STREET

EUREKA, CA 95501-1103

$672.39M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Francoise Crandell’s Registration & Firm History

CA

04/02/2015 - Present

Premier Financial Group Inc. (EUREKA CA)

CA

10/01/2012 - 04/16/2015

J.P. MORGAN SECURITIES LLC (EUREKA CA)

CA

05/02/2009 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (EUREKA CA)

CA

04/15/2004 - 05/02/2009

WAMU INVESTMENTS, INC. (EUREKA CA)

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Licenses & Designations

IA

Issued 12/03/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/15/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/16/2015

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2010

Series 7 - General Securities Representative Examination

BC

Issued 04/14/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Francoise Renee Crandell.
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