Unclaimed
Michael Crandall has been in the securities industry since August 20, 1986. Michael is currently registered with Cetera Investment Advisers LLC and is located in Doylestown, Ohio. Michael is a Registered Representative and an Investment Adviser Representative. Michael has passed the Series 6, Series 26, and Series 63 exams. Michael has been with Cetera Investment Advisers LLC since February 2000. Michael has also been registered with PFS INVESTMENTS INC. in the past. Michael is also an officer of Crandall Tax Service Inc., a tax and accounting practice.
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
OH
02/10/2000 - Present
Cetera Investment Advisers LLC (DOYLESTOWN OH)
GA
08/21/1986 - 07/13/1999
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/2/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/20/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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