Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Petrassi is an investment advisor representative with Kestra Private Wealth Services, LLC. Craig has been working in the financial services industry since 2001. Craig is registered with the state of New Jersey and is a Series 7, 24, 55, 63, and 65 licensed holder. Craig has experience providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
1
2
TX
09/13/2021 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
FL
03/19/2009 - 05/13/2016
REVERE SECURITIES LLC (BOCA RATON FL)
NY
03/26/2002 - 03/24/2009
JESUP & LAMONT SECURITIES CORP (NEW YORK NY)
NY
04/12/1996 - 04/25/2002
KC MAY SECURITIES CORP. (NEW YORK NY)
BC
Issued 05/09/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/03/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2006
Series 24 - General Securities Principal Examination
BC
Issued 07/15/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/11/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Petrassi is the right advisor for you? Invested Better is here to help.
