Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vernon? Claim Your ProfileVernon Eugene Crawford is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Dallas, Texas. Vernon has over 17 years of experience in the financial services industry. Vernon is registered with FINRA and holds Series 6, 7, 10, 24, 63, and 66 licenses. Vernon has a strong background in investment advising and portfolio management.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, 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.
1
2
TX
02/14/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
TX
08/11/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FT. WORTH TX)
MA
06/18/2004 - 07/30/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
IL
01/21/2004 - 04/12/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 03/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/31/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/19/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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