Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Crawford has been in the financial services industry since 2001. Charles has a Series 7, Series 63 and Series 66 license. Charles is a licensed investment advisor representative with Raymond James Financial Services Advisors, Inc. Charles has been with Raymond James since 2014. Charles has prior experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC. and FIRST UNION SECURITIES, INC. Charles is also a licensed bank employee with Busey Bank and Busey Investment Services, where Charles provides relationship management for clients with $2MM or more. Charles does not have personal clients on the RJ system and only makes referrals to RJ associates.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
04/08/2015 - Present
Raymond James Financial Services Advisors, Inc. (URBANA IL)
FL
10/23/2009 - 01/08/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BONITA SPRINGS FL)
FL
12/13/2002 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. MYERS FL)
MO
03/29/2001 - 08/22/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
BOTH
Issued 01/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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