Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craven? Claim Your ProfileCraven Earl Green is a financial advisor with over 40 years of experience in the industry. Craven is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since July 2009. Prior to that, Craven worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Craven has a wide range of experience in the financial services industry, including investment advising, securities trading, and financial planning. Craven holds several licenses and certifications, including Series 7, Series 31, Series 5, and Series 63. Craven is also a Registered Investment Advisor (RIA) in Texas.
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
TX
07/20/2009 - Present
Raymond James Financial Services Advisors, Inc. (WACO TX)
TX
03/04/2005 - 07/22/2009
UBS FINANCIAL SERVICES INC. (WACO TX)
NY
08/22/1979 - 03/09/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 6/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/5/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/6/1981
Series 5 - Interest Rate Options Examination
BC
Issued 8/18/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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