Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Wayne Crow is a financial advisor who is currently registered with Cetera Investment Advisers LLC in Muskogee, Oklahoma. Jack has been in the financial services industry for over 30 years and holds Series 6, 7, 63 and 65 licenses as well as the SIE exam. Jack has held previous positions at First Allied Securities, Inc., FFP Securities, Inc., and Aragon Financial Services, Inc. Jack is a Certified Financial Planner and offers a variety of financial planning services including investment advisory, portfolio management, and retirement planning.
MUSKOGEE, OK
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
OK
05/26/2022 - Present
Cetera Investment Advisers LLC (MUSKOGEE OK)
OK
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (MUSKOGEE OK)
OK
11/22/1995 - 05/30/2008
FFP SECURITIES, INC. (MUSKOGEE OK)
CA
10/21/1992 - 11/30/1995
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 1/3/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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