Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn A. Fitzpatrick is a registered investment advisor representative at Creand Management. John A. Fitzpatrick has been in the securities industry since January 1, 2020 and is licensed to provide investment advice in Florida. Creand Management is an investment advisor firm based in Miami, Florida. The firm manages approximately $508.3 million in assets for clients and has a total of 138 accounts. The firm's services include financial planning, portfolio management for individuals, portfolio management for businesses, and general economic advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General economic advice
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.
12b-1 fees
1
2
FL
09/21/2021 - Present
Creand Management (MIAMI FL)
BOTH
Issued 05/18/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/09/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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