Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Alan Blue is a registered investment advisor with Wells Fargo Clearing Services, LLC. Craig has over 35 years of experience in the financial services industry. Craig holds the Series 3, 7, 9, 10, 24, 63 and 65 licenses and is registered in 25 states. Craig has previously worked with Stiefel, Nicolaus & Company, Incorporated, Fintegra, LLC, Fulcrum Securities, Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc.
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.
1
2
MI
02/01/2018 - Present
Wells Fargo Clearing Services, LLC (ST. JOSEPH MI)
IN
11/09/2010 - 06/03/2011
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SOUTH BEND IN)
IN
02/25/2009 - 11/09/2010
FINTEGRA, LLC (MISHAWAKA IN)
MO
01/07/2009 - 02/24/2009
FULCRUM SECURITIES, INC. (SAINT LOUIS MO)
IN
07/31/1993 - 09/19/2008
CITIGROUP GLOBAL MARKETS INC. (FORT WAYNE IN)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/25/1987 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 05/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/14/2010
Series 24 - General Securities Principal Examination
BC
Issued 04/15/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 01/08/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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