Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zale? Claim Your ProfileZale Robert Crawford is an investment advisor with over 20 years of experience in the financial services industry. Zale is currently registered with Commonwealth Financial Network and Pillar Financial Group. Zale is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT®. Zale has worked in the Tacoma, WA area for many years, helping individuals and families with their financial goals. Zale has also had previous experience working with MetLife Securities Inc., Metropolitan Life Insurance Company and Pruco Securities 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
08/09/2013 - Present
Commonwealth Financial Network (LACEY WA)
WA
11/22/2000 - 08/16/2013
METLIFE SECURITIES INC. (TACOMA WA)
WA
11/22/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TACOMA WA)
NJ
05/22/1996 - 11/09/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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