Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tony? Claim Your ProfileTony Crisp is an investment professional with over 20 years of experience in the financial industry. Tony's career has been marked by a commitment to providing comprehensive investment advice to a diverse clientele, ranging from individuals and high-net-worth individuals to corporations and charitable organizations. Currently, Tony is registered with J.p. Morgan Securities LLC, a leading financial institution. Tony holds multiple securities licenses, including Series 7, Series 63, Series 66, and Series 65, demonstrating a broad range of expertise in financial markets. Tony's expertise extends beyond the traditional stock and bond markets to include various investment strategies, encompassing financial planning, portfolio management, pension consulting, and the selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
03/29/2024 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
04/11/2005 - 03/16/2009
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
01/10/2003 - 07/27/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NE
08/25/2000 - 08/15/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 03/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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