Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Towle is an investment advisor representative with J. W. Cole Advisors, Inc. Craig has been in the securities industry for over 30 years. Craig is licensed in Florida and has passed the Series 7, Series 63, and Series 65 examinations. Craig's firm primarily works with high-net-worth individuals, businesses, corporations, and charitable organizations. The firm provides a range of services, including financial planning, portfolio management, and educational seminars.
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.
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 consulting
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.
1
2
FL
12/20/2016 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
IL
02/06/2003 - 10/20/2005
GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)
AZ
07/23/2001 - 02/05/2002
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
PA
08/14/1996 - 08/30/1999
RTE SECURITIES, INC. (RYDAL PA)
PA
02/27/1992 - 12/13/1995
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
WI
04/24/1990 - 01/16/1992
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
04/24/1990 - 01/16/1992
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 10/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Craig Towle is the right advisor for you? Invested Better is here to help.
