Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew S. Crane is a financial professional with over 14 years of experience in the financial services industry. Currently, Matthew is registered with Equitable Advisors, LLC and has been with the firm since 2016. Prior to joining Equitable Advisors, LLC, Matthew worked at MSI Financial Services, Inc. and Mutual of Omaha Investor Services, Inc. Matthew is licensed to provide investment advice and securities in California, Delaware, Florida, Georgia, Maryland, Massachusetts, New Jersey, North Carolina, Ohio, Pennsylvania, and Virginia. Matthew has a strong track record of helping clients achieve their financial goals and is committed to providing personalized service to every client.
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.
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2
PA
01/14/2021 - Present
Equitable Advisors, LLC (CONSHOHOCKEN PA)
PA
01/11/2016 - 07/25/2016
MSI FINANCIAL SERVICES, INC. (PHILADELPHIA PA)
PA
08/25/2008 - 01/25/2016
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (BLUE BELL PA)
BC
Issued 01/14/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/27/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2023
Series 24 - General Securities Principal Examination
BC
Issued 02/21/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/15/2019
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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