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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 Crosby is a financial advisor registered with Ameritas Advisory Services, LLC. John has been in the industry since February 14, 1990, and has experience working with various firms. He is currently registered with the state of New Jersey as both a Broker-Dealer and an Investment Advisor Representative. He is also registered with the state of New York as a Broker-Dealer. His services include providing financial planning, retirement planning, estate and business succession planning, college education loan planning, and portfolio management for businesses and individuals.
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.
Solicitor fees
1
2
NJ
11/01/2021 - Present
Ameritas Advisory Services, LLC (CAPE MAY COURT HOUSE NJ)
NY
08/01/2008 - 06/23/2009
AMERITAS INVESTMENT CORP. (NEW YORK NY)
NY
03/12/2008 - 08/05/2008
MML INVESTORS SERVICES, INC. (NEW YORK NY)
NY
09/11/2006 - 11/13/2007
COMMERCE CAPITAL MARKETS, INC. (NEW YORK NY)
NJ
11/30/2005 - 08/02/2006
PRIMEVEST FINANCIAL SERVICES, INC. (FAIR LAWN NJ)
MD
05/14/2004 - 04/14/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
06/11/2002 - 05/12/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
11/29/1996 - 08/01/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
06/12/1995 - 11/21/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
OR
09/08/1993 - 09/06/1994
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NY
07/28/1992 - 09/16/1993
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NY
09/11/1990 - 06/19/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/15/1989 - 10/04/1990
CHRIS SECURITIES INC.
MA
03/03/1988 - 04/25/1989
MANEQUITY, INC. (BOSTON MA)
NA
08/28/1986 - 02/18/1987
PHOENIX EQUITY PLANNING CORPORATION
NA
07/25/1983 - 07/21/1986
CIGNA SECURITIES, INC.
IA
Issued 11/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/22/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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