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 Burdo is a financial advisor with A.g.p. / Alliance Global Partners. Craig has been in the financial services industry for over 39 years. Craig has passed a number of securities exams including Series 7, Series 52TO, Series 53, and Series 63. Prior to joining A.g.p. / Alliance Global Partners, Craig was with Dinosaur Financial Group, L.L.C. and World First Financial Services, Inc. Craig currently holds licenses in Florida and New York.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
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2
NY
06/18/2024 - Present
A.g.p. / Alliance Global Partners (New York NY)
NY
09/29/2021 - 06/18/2024
DINOSAUR FINANCIAL GROUP, L.L.C (NEW YORK NY)
NY
08/14/2010 - 09/30/2021
WORLD FIRST FINANCIAL SERVICES, INC. (STATEN ISLAND NY)
NY
01/03/2002 - 07/27/2010
MONARCH FINANCIAL CORPORATION OF AMERICA (NEW YORK NY)
NY
02/25/1997 - 12/31/2001
WORLD FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
03/09/1994 - 02/03/1997
MONARCH FINANCIAL CORPORATION OF AMERICA (NEW YORK NY)
NJ
04/05/1988 - 02/09/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
11/08/1984 - 07/09/1987
SHEARSON LEHMAN BROTHERS INC.
NA
03/21/1984 - 09/17/1984
E. F. HUTTON & COMPANY INC
NA
11/17/1983 - 03/12/1984
BAIRD, PATRICK & CO., INC.
NA
10/20/1983 - 11/17/1983
UNDERHILL ASSOCIATES, INCORPORATED
BC
Issued 05/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/1990
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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