Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Albert Spears is a financial advisor with over 15 years of experience in the financial services industry. Craig is currently registered with World Equity Group, Inc. and has previously worked at TAYLOR CAPITAL MANAGEMENT INC. and WOODSTOCK FINANCIAL GROUP, INC. Craig holds Series 6, Series 63, SIE, and Series 99TO licenses and is registered in Alabama and Georgia. Craig specializes in a variety of financial products and services, including financial planning, pension consulting, educational seminars, and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
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2
GA
07/10/2019 - Present
World Equity Group, Inc. (Woodstock GA)
GA
01/08/2010 - 08/07/2019
TAYLOR CAPITAL MANAGEMENT INC. (Woodstock GA)
GA
01/08/2009 - 01/07/2010
WOODSTOCK FINANCIAL GROUP, INC. (WOODSTOCK GA)
GA
08/01/2007 - 01/08/2009
WACHOVIA SECURITIES, LLC (CANTON GA)
BC
Issued 08/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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