Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Jonathan Crane is an investment advisor representative with Kestra Advisory Services, LLC. Thomas has been in the financial services industry since April 1990. Thomas holds Series 6, 7, 63 and 66 licenses. He is registered in 13 states. Thomas is a registered investment advisor representative and has a separate firm, Crane Wealth Management Group LLC, which is also registered in 13 states. Thomas offers investment advisory services to individuals and businesses. Thomas has experience in financial planning, pension consulting, and portfolio management.
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.
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TX
06/22/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NJ
05/01/1990 - 11/29/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MONTVALE NJ)
WI
05/01/1990 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 02/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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