Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Grayson is a financial professional with over 20 years of experience in the industry. Craig is currently registered with MML Investors Services, LLC. Craig's previous experience includes roles at Park Avenue Securities LLC, United Planners' Financial Services of America A Limited Partner, Waterstone Financial Group, Inc., Tower Square Securities, Inc. and Signator Investors, Inc. Craig is a licensed investment advisor and holds a Series 7, 63, 24 and SIE licenses.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
FL
08/04/2023 - Present
MML Investors Services, LLC (WEST PALM BEACH FL)
FL
08/20/2015 - 10/01/2018
PARK AVENUE SECURITIES LLC (BOCA RATON FL)
NY
09/01/2009 - 03/31/2014
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (BETHPAGE NY)
NY
08/15/2005 - 09/01/2009
WATERSTONE FINANCIAL GROUP, INC. (BETHPAGE NY)
CA
04/16/2001 - 08/15/2005
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
MA
03/31/2000 - 02/23/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 03/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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