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 Mayfield is a financial advisor with Morgan Stanley. Craig has been in the financial services industry since 1986 and has a diverse background in both investment advising and brokerage services. Craig has a strong track record of providing personalized financial planning and investment management to individuals, families, and businesses. He is dedicated to helping his clients achieve their financial goals and provides a wide range of services including asset allocation advice, portfolio management, and retirement planning. Craig is a Series 7, Series 6, Series 63, and Series 65 licensed representative. Craig is also a registered representative with the state of Texas. Prior to joining Morgan Stanley, Craig worked with Citigroup Global Markets, Inc. and Merrill Lynch.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
TN
05/05/2020 - Present
Morgan Stanley (KNOXVILLE TN)
TN
10/08/1998 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (KNOXVILLE TN)
NY
03/25/1987 - 09/17/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/14/1986 - 05/08/1987
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
IA
Issued 09/08/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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