Unclaimed
Arthur Craigg McRae is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Arthur has been in the industry for almost twenty years, starting his career in 2003 with Edward Jones. Arthur is registered to provide investment advice in several states, including New York, New Jersey, Texas, and Virginia. Arthur's areas of expertise include financial planning, portfolio management for businesses and individuals, and selection of other advisors. Arthur is also involved in Lighthouse Financial Asset Management, LLC.
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.
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.
Investment consulting services to institutional clients
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.
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2
NY
05/19/2015 - Present
Wells Fargo Advisors Financial Network, LLC (WILLIAMSVILLE NY)
NY
10/15/2003 - 08/04/2014
EDWARD JONES (LANCASTER NY)
IA
Issued 05/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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