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JC

John C. Cleaver

CREATIVE FINANCIAL CONCEPTS
Wilmington, DE 19810
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CRD#: 706650
JC

Professional summary


John Charles Cleaver is a registered financial advisor currently at CREATIVE FINANCIAL CONCEPTS, INC. located in Wilmington, Delaware.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. John has worked at 5 firms and has passed the Series 63, Series 7, Series 1, Series 2 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view John Charles Cleaver's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 1, 1989 - Present

CREATIVE FINANCIAL CONCEPTS, INC.

Office #1: 3518 Silverside Road Unit 24, Wilmington, DE 19810
RIA
CRD#: 144618
Wilmington, DE
Past

June 19, 1983 - July 8, 1983

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
Past

April 5, 1983 - April 2, 2008

OSAIC FS, INC.

BD
CRD#: 3870
WILMINGTON, DE
Past

August 18, 1980 - March 20, 1981

CAPITAL PLACEMENT SERVICE

BD
CRD#: 6927
Past

March 25, 1980 - April 25, 1983

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Delaware
(1/1/1989)
IAR
Pennsylvania
(5/13/2010)

Exams


State Security Law Exam
RR
Series 63
Date: 12/5/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 3/17/1980
Registered Representative Examination
General Industry/Product Exam
RR
Series 2
Date: 3/11/1974
Non-Member General Securities Examination
Principal/Supervisory Exam

Current Firm


CF
CREATIVE FINANCIAL CONCEPTS, INC.
CREATIVE FINANCIAL CONCEPTS, INC.

CRD#: 144618 / SEC#:

Delaware
Registered Investment Advisory firm - (2/5/1987 Approved)
Pennsylvania
Registered Investment Advisory firm - (5/13/2010 Approved)
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Contact information


Main Address
3518 Silverside Road Unit 24, Wilmington, DE 19810
Mailing Address
Phone number
(302) 478-9690
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CREATIVE FINANCIAL CONCEPTS, INC.

CRD#: 144618Wilmington, DE 19810

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