Unclaimed
John Harley Crow is a financial professional with over 20 years of experience in the financial services industry. John is currently registered as a Registered Representative and Investment Advisor Representative with Cadaret, Grant & CO., Inc. John has held previous positions with Securities America, Inc., Invest Financial Corporation, and Nationwide Investment Services Corporation. John is a Chartered Financial Consultant. John holds licenses for Series 6, 7, 24, 26, 63, and 65. John has an extensive background in financial planning, portfolio management, pension consulting, and educational seminars. John is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial 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.
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
OH
11/30/2023 - Present
Cadaret, Grant & CO., Inc. (Worthington OH)
OH
08/27/2018 - 12/06/2023
SECURITIES AMERICA, INC. (WORTHINGTON OH)
OH
05/21/2014 - 03/07/2017
INVEST FINANCIAL CORPORATION (WORTHINGTON OH)
OH
12/11/2000 - 04/09/2014
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
OH
07/22/1998 - 12/31/2000
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BC
Issued 04/05/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2008
Series 24 - General Securities Principal Examination
BC
Issued 09/21/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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