Crey Keitzer Aif®

Crey Keitzer Aif® Email and Phone Number

Chief Executive Officer at Capture Wealth ManagmentSeasoned Financial Advisor | Expert in Wealth Management & Strategic Investments | Committed to Empowering Your Financial Success @ Capture Wealth Management
Crey Keitzer Aif®'s Location
Greater Pittsburgh Region, United States, United States
Crey Keitzer Aif®'s Contact Details

Crey Keitzer Aif® personal email

n/a

Crey Keitzer Aif® phone numbers

About Crey Keitzer Aif®

I am a Registered Representative, holding the General Securities Series 7 registration through LPL Financial, the Series 66 registration through LPL and Stratos Wealth Partners, as well as insurance licenses and other credentials which allow me to offer services in the many facets of investments, pension & profit sharing, financial & estate plan work. My practice continues to be active in retirement plans for individuals and businesses. Although there are others offering wealth management advice similar in scope, mine is customized in execution. I know you have numerous choices when it comes to establishing a comprehensive plan for financial independence in retirement, so I focus on strategies that help address your specific needs. Your financial life is not just about money and wealth; it is about you and your family, your priorities at every stage of life. You have questions; I am able to help you find those answers by creating a financial strategy that reflects your personality, built around your life goals. With the uncertainty of the market and rising healthcare costs I can help you with a financial plan for the future to include tax-advantaged solutions and help you pursue a life-long retirement income as well as assist you with planning for your loved ones when you are gone.Specialties: At Stratos Wealth Partners our services and specialties include:• Investment Planning• Retirement Forecasting and Design• Estate Preservation & Distribution Development• Business Succession and Organization Sequence Arrangement

Crey Keitzer Aif®'s Current Company Details
Capture Wealth Management

Capture Wealth Management

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Chief Executive Officer at Capture Wealth ManagmentSeasoned Financial Advisor | Expert in Wealth Management & Strategic Investments | Committed to Empowering Your Financial Success
Crey Keitzer Aif® Work Experience Details
  • Capture Wealth Management
    Chief Executive Officer
    Capture Wealth Management Mar 2023 - Present
    Cranberry Township, Pennsylvania, Us
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  • Capture Wealth Management
    Chief Executive Officer
    Capture Wealth Management Apr 2016 - Present
    Cranberry Township, Pennsylvania, Us
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  • Capture Wealth Management
    Wealth Advisor/Partner
    Capture Wealth Management Jun 2015 - Present
    Cranberry Township, Pennsylvania, Us
    Securities offered through LPL Financial, member FINRA/SIPC.For hyperlinks to FINRA and SIPC please refer to 'Contact Info' section above. Investment advice offered through Stratos Wealth Partners, Ltd. a registered investment advisor and a separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representative associated with this page may discuss and/or transact business with residents of Pennsylvania
    View
  • First Niagara Bank
    Personal Financial Associate
    First Niagara Bank Mar 2014 - May 2015
    Buffalo, Ny, Us
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  • Stratos Wealth Partners
    Sales And Marketing Support
    Stratos Wealth Partners Jan 2012 - Mar 2014

Crey Keitzer Aif® Skills

Warranty Automotive Repair Automobile Online Marketing Marketing Support Data Entry Data Extraction Fixed Operations Warranty Administration Sales Support

Crey Keitzer Aif® Education Details

  • University Of Phoenix
    University Of Phoenix
    General
  • University Of Phoenix
    University Of Phoenix
    General
  • Fox Chapel Area High School
    Fox Chapel Area High School

Frequently Asked Questions about Crey Keitzer Aif®

What company does Crey Keitzer Aif® work for?

Crey Keitzer Aif® works for Capture Wealth Management

What is Crey Keitzer Aif®'s role at the current company?

Crey Keitzer Aif®'s current role is Chief Executive Officer at Capture Wealth ManagmentSeasoned Financial Advisor | Expert in Wealth Management & Strategic Investments | Committed to Empowering Your Financial Success.

What is Crey Keitzer Aif®'s email address?

Crey Keitzer Aif®'s email address is ck****@****swp.com

What is Crey Keitzer Aif®'s direct phone number?

Crey Keitzer Aif®'s direct phone number is +121659*****

What schools did Crey Keitzer Aif® attend?

Crey Keitzer Aif® attended University Of Phoenix, University Of Phoenix, Fox Chapel Area High School.

What skills is Crey Keitzer Aif® known for?

Crey Keitzer Aif® has skills like Warranty, Automotive Repair, Automobile, Online Marketing, Marketing Support, Data Entry, Data Extraction, Fixed Operations, Warranty Administration, Sales Support.

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