Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Crandall is a financial advisor registered with Robert W. Baird & Co. Inc.. He is a registered representative in the state of Ohio and has been in the industry since December 1993. Crandall has worked previously with several other firms including Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, Prudential Securities Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Crandall holds both Series 7 and 63 licenses.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OH
03/22/2017 - Present
Robert W. Baird & Co. Inc. (CLEVELAND OH)
OH
02/21/2006 - 05/12/2008
CITIGROUP GLOBAL MARKETS INC. (CLEVELAND OH)
MD
08/03/2001 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
12/09/1996 - 08/07/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/22/1993 - 12/11/1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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