Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Juan? Claim Your ProfileJuan Crawford is a registered representative with Stifel, Nicolaus & Company, Inc. Juan has over 2 years of experience in the financial services industry and holds the Series 63, Series 79TO, and SIE licenses. Juan is also registered in Missouri. Before joining Stifel, Nicolaus & Company, Inc., Juan worked at BOFA SECURITIES, INC. and BMO CAPITAL MARKETS CORP. Juan specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pooled investment vehicles.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
08/06/2024 - Present
Stifel, Nicolaus & Company, Inc. (ST. LOUIS MO)
IL
04/11/2022 - 07/28/2023
BOFA SECURITIES, INC. (CHICAGO IL)
IL
08/13/2020 - 01/24/2022
BMO CAPITAL MARKETS CORP. (CHICAGO IL)
BC
Issued 08/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2020
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Juan Crawford is the right advisor for you? Invested Better is here to help.
