Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tania? Claim Your ProfileTania Campbell-cruser is an active investment advisor representative at Edward Jones. Tania Campbell-cruser has over 25 years of experience in the financial services industry. Tania Campbell-cruser is registered with the state of Indiana and Texas. Tania Campbell-cruser provides financial planning and portfolio management services for individuals, businesses, and retirement plans. Tania Campbell-cruser specializes in retirement planning, investment strategies, and wealth management. In addition to Edward Jones, Tania Campbell-cruser has also been employed by Chase Investment Services Corp., Banc One Securities Corporation, Fifth Third Securities, Inc., Frontier Financial Consultants, Inc., David A. Noyes & Company, Conseco Securities, Inc., First Chicago NBD Investment Services, Inc., Charles Schwab & Co., Inc., Independent Financial Securities, Inc., NatCity Investments, Inc., and National City Investments Corporation.
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.
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.
See schedule d - miscellaneous
1
2
IN
12/16/2023 - Present
Edward Jones (MAXWELL IN)
IN
07/06/2005 - 12/02/2010
CHASE INVESTMENT SERVICES CORP. (INDIANAPOLIS IN)
IL
12/13/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
01/21/2003 - 12/08/2004
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MD
07/16/2001 - 01/03/2003
FRONTIER FINANCIAL CONSULTANTS, INC. (COLUMBIA MD)
IN
10/11/2000 - 05/02/2001
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
IN
09/10/1999 - 05/31/2000
CONSECO SECURITIES, INC. (CARMEL IN)
IN
06/01/1999 - 09/02/1999
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
IL
02/01/1999 - 07/29/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
08/04/1998 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
TX
11/04/1997 - 06/17/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NA
07/17/1997 - 10/17/1997
INDEPENDENT FINANCIAL SECURITIES, INC.
OH
06/01/1996 - 10/15/1997
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NA
03/29/1996 - 06/01/1996
NATIONAL CITY INVESTMENTS CORPORATION
IA
Issued 03/21/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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