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KELLY CRISCI
CRD#: 5587011
IA
B
CREATIVEONE SECURITIES, LLCCRD#: 152974 504 Corporate Dr. West
Langhorne, PA 19047
Langhorne, PA 19047
0
Disclosures
16
Years of Experience
View By:
State Registrations
B
California 1/3/2019
B
Ohio 5/6/2024
B
Florida 12/6/2017
B
Pennsylvania 12/1/2014
B
Michigan 1/10/2025
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Pennsylvania 1/3/2019
B
New Jersey 12/1/2014
B
Utah 1/8/2019
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New Jersey 12/3/2014
B
West Virginia 9/12/2024
B
New York 12/1/2014
B
Wisconsin 4/12/2019
B
North Carolina 8/18/2021
SRO Registrations
B
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Registered with this firm since 12/3/2014
B
Registered with this firm since 12/1/2014
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 10/14/2008 - 12/08/2014 | NEWTOWN, PA |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.