Unclaimed
Shari Jeanne Crawford is a securities professional with over 30 years of experience in the financial services industry. She is a Registered Representative of Access Securities, LLC, and holds several industry licenses and designations, including Series 7, 24, 27, 63, 79TO, 99TO and the SIE. Shari has a strong track record of providing investment advice and guidance to clients. She is committed to helping her clients achieve their financial goals. She is registered to provide investment advice in Arkansas, Connecticut, Illinois, Maryland, Ohio, Tennessee, Texas and Washington.
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.
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.
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2
CT
08/18/1993 - Present
Access Securities, LLC (STAMFORD CT)
BC
Issued 09/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 04/25/1994
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/13/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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