Maria C. Crane
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Maria Cappetto Crane, who also goes by Maria Lucia Cappetto Crane, was a registered financial professional .
Maria is a previously registered financial professional and started their career in finance in 2007. Maria had worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 11, 2018 - June 18, 2025
HAVERFORD TRUST SECURITIES, INC.
October 31, 2017 - December 5, 2018
LPL FINANCIAL LLC
September 13, 2017 - December 5, 2018
LPL FINANCIAL LLC
October 23, 2013 - January 29, 2016
HAVERFORD FINANCIAL SERVICES, INC.
December 7, 2007 - October 7, 2013
ENVISION WEALTH ADVISORS, LLC
State Registrations and Notice Filings
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Exams
Current Firm
HAVERFORD TRUST SECURITIES, INC.
CRD#: 13214 / SEC#: , 8-37730
Contact information
Documents
Disclosures
| Regulatory Event | 3 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
