Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craven? Claim Your ProfileCraven Green is an investment advisor with over 40 years of experience in the financial services industry. Craven is currently registered as a Registered Representative with Raymond James Financial Services Advisors, Inc., which is a firm based in Saint Petersburg, Florida, and has a branch office in Waco, Texas, where Craven works. Previous to joining Raymond James, Craven worked at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Craven holds Series 31, 5, 63 and 7 licenses as well as the SIE exam. Craven holds active registrations in the states of Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Kentucky, Massachusetts, Ohio, Oklahoma, Pennsylvania, Tennessee and 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 06/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/06/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/18/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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