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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 Robert Crane is a financial advisor with over 20 years of experience in the financial services industry. John is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, 24, and 63 securities licenses as well as the Series 65 investment advisor license. John currently works with United Advisor Group and previously worked with Silver Oak Securities, Cambridge Investment Research, Inc., National Planning Corporation, L.M. Kohn & Company, NEBS Financial Services, Inc., New England Securities, Cap Pro Brokerage Services, Inc., and Royal Alliance Associates, Inc. John specializes in providing financial planning, insurance sales, and portfolio management services to individuals, families, businesses, and retirement plans. John is dedicated to providing personalized financial advice and strategies to help clients achieve their financial goals.
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.
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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OH
03/22/2023 - Present
United Advisor Group (CINCINNATI OH)
OH
03/14/2023 - 01/25/2024
SILVER OAK SECURITIES, INCORPORATED (Olmsted Falls OH)
OH
11/01/2017 - 03/27/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (Olmsted Falls OH)
OH
11/30/2011 - 11/02/2017
NATIONAL PLANNING CORPORATION (WESTLAKE OH)
OH
01/04/2005 - 11/29/2011
L.M. KOHN & COMPANY (CONCORD OH)
OH
07/26/2004 - 12/31/2004
NEBS FINANCIAL SERVICES, INC. (CLEVELAND OH)
NY
07/16/2002 - 07/29/2004
NEW ENGLAND SECURITIES (NEW YORK NY)
OH
08/08/2001 - 06/19/2002
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
AZ
05/05/1999 - 08/09/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 04/17/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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