Unclaimed
Craig Barrow is a financial advisor in Savannah, GA and has over 30 years of experience in the industry. Craig is currently registered with Stifel, Nicolaus & Company, Inc. and is also a registered Investment Advisor. Craig has a wide range of experience working with individuals, high-net-worth clients, businesses, investment clubs, charitable organizations, and pension and profit-sharing plans. He is dedicated to providing clients with personalized financial advice and guidance to help them reach their financial goals. Craig's experience spans several firms, including Sterne, Agee & Leach, Inc. and Interstate/Johnson Lane Corporation. His expertise covers a wide range of financial services, including financial planning, portfolio management, and investment advisory.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
07/30/2019 - Present
Stifel, Nicolaus & Company, Inc. (SAVANNAH GA)
GA
09/20/1991 - 07/07/2015
STERNE, AGEE & LEACH, INC. (SAVANNAH GA)
NC
10/14/1988 - 10/01/1991
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NA
06/24/1966 - 10/14/1988
JOHNSON, LANE, SPACE, SMITH & CO., INC.
BC
Issued 09/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/13/1977
Series 4 - Registered Options Principal Examination
BC
Issued 11/10/1971
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1977
PC - AMEX Put and Call Exam
BC
Issued 06/22/1966
Series 1 - Registered Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Craig Barrow is the right advisor for you? Invested Better is here to help.