Unclaimed
Craig Steven Myers is a financial advisor with over 28 years of experience in the industry. Currently registered with Raymond James Financial Services Advisors, Inc, Craig Steven Myers is also a registered representative of the firm. Craig Steven Myers has held previous positions at New England Securities and has experience in various aspects of the financial industry. Craig Steven Myers is committed to providing personalized financial advice to clients, tailoring recommendations to individual needs and goals.
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
CO
10/01/2021 - Present
Raymond James Financial Services Advisors, Inc. (Denver CO)
NY
12/20/1994 - 11/06/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 3/30/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/4/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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