Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Jones is a financial advisor at Osaic Wealth, Inc., located in Scottsdale, Arizona. Craig has over 20 years of experience in the financial services industry. He is registered with FINRA and has a Series 6, 7, 10, and 63 license. Craig's specializations include financial planning, portfolio management, and retirement planning. Craig has a strong track record of helping individuals and families achieve their financial goals.
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.
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.
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AZ
10/18/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
NY
07/01/2020 - 02/15/2024
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
CA
11/01/2017 - 07/01/2020
CETERA ADVISOR NETWORKS LLC (NEWPORT BEACH CA)
CA
10/13/2016 - 11/01/2017
GIRARD SECURITIES, INC. (NEWPORT BEACH CA)
MN
01/27/2014 - 08/17/2015
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
VA
11/13/1997 - 02/04/2013
SIGNATOR INVESTORS, INC. (VIENNA VA)
IA
Issued 08/18/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/13/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2002
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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