Unclaimed
Karl Thomas Crytser is a financial advisor with LPL Financial LLC. Karl has been in the financial services industry since 1982 and has a wealth of experience in providing investment advice to individuals, businesses, and retirement plans. He holds the Series 6, 7, 24, 63 and 65 licenses, as well as the SIE certification, and has a strong understanding of the financial markets. Karl is committed to helping clients reach their financial goals and is dedicated to providing personalized service.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
02/09/2023 - Present
LPL Financial LLC (TRENTON NJ)
NJ
11/06/2017 - 02/02/2023
SECURITIES AMERICA, INC. (Trenton NJ)
NJ
07/05/2006 - 11/10/2017
NATIONAL PLANNING CORPORATION (Trenton NJ)
NJ
07/08/2000 - 07/06/2006
JEFFERSON PILOT SECURITIES CORPORATION (TRENTON NJ)
NH
06/02/1989 - 07/08/2000
POLARIS FINANCIAL SERVICES, INC. (CONCORD NH)
NA
05/20/1988 - 06/10/1989
J. T. MORAN & CO., INC.
NA
06/07/1985 - 05/20/1988
BUTTONWOOD SECURITIES CORPORATION OF MASSACHUSETTS
NA
10/25/1983 - 06/18/1985
WZW FINANCIAL SERVICES, INC.
NA
05/06/1982 - 11/11/1983
FIRST INVESTORS CORPORATION
IA
Issued 09/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
BC
Issued 05/05/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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