Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lillian? Claim Your ProfileLillian Mae Crusan is a registered investment advisor representative with Northeastern Star Asset Management, Inc. Lillian has been in the financial services industry since 1998. Lillian holds a Series 6, Series 7, Series 24, and Series 63 license. Lillian's areas of expertise include financial planning and portfolio management for individuals. Lillian has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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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PA
04/20/2016 - Present
Northeastern Star Asset Management, Inc. (WORMLEYSBURG PA)
PA
11/16/2015 - 03/31/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (JOHNSTOWN PA)
PA
05/12/2015 - 03/31/2016
METLIFE SECURITIES INC. (JOHNSTOWN PA)
PA
09/23/2014 - 11/19/2014
TRUSTMONT FINANCIAL GROUP, INC. (GREENSBURG PA)
PA
03/31/2014 - 09/12/2014
CETERA INVESTMENT SERVICES LLC (JOHNSTOWN PA)
PA
11/18/2004 - 03/26/2014
FIRST SAVINGS SECURITIES, INC. (LIGONIER PA)
OR
11/25/2003 - 06/01/2004
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
GA
02/01/2001 - 10/27/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
KS
10/26/1998 - 02/26/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 06/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2012
Series 24 - General Securities Principal Examination
BC
Issued 03/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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