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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Joseph Crespy is a financial advisor at Ameriprise Financial Services, LLC. John Crespy has been working in the financial services industry since 2000. John Crespy has a Series 63, Series 7, Series 9 and Series 10 license. John Crespy is registered to provide investment advice in 24 states. John Crespy previously worked at RAYMOND JAMES & ASSOCIATES, INC. and WEDBUSH SECURITIES INC. John Crespy provides asset allocation services, financial planning, pension consulting, educational seminars and publication of periodicals. John Crespy's firm manages over $479 billion in assets.
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.
Asset allocation services
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
12/02/2021 - Present
Ameriprise Financial Services, LLC (Temecula CA)
CA
10/18/2010 - 12/10/2021
RAYMOND JAMES & ASSOCIATES, INC. (PALM DESERT CA)
CA
07/05/2007 - 10/28/2010
WEDBUSH SECURITIES INC. (PALM DESERT CA)
CA
06/08/2000 - 07/10/2007
A. G. EDWARDS & SONS, INC. (PALM DESERT CA)
BC
Issued 07/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/02/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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