Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Craig is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Christopher has been a financial advisor since 2022. Christopher holds Series 7, 63, and SIE licenses and has a strong track record of success in the financial services industry. Christopher is passionate about helping clients achieve their financial goals and is committed to providing them with personalized advice and exceptional service. Christopher's prior experience includes working with TIAA-CREF Individual & Institutional Services, LLC. Christopher has worked in the financial services industry since 2022 and specializes in providing financial advice to individuals, businesses, and institutions.
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
11/27/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FORNEY TX)
TX
10/18/2022 - 02/13/2024
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
BC
Issued 09/20/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/17/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/24/2022
SIE - Securities Industry Essentials 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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