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 Wadler is a financial advisor based in Los Angeles, California. Craig has been a registered representative in the securities industry since 1996. Craig is currently employed with Moelis & Co. LLC, a leading independent investment bank. Prior to joining Moelis & Co., Craig held positions with Credit Suisse Securities (USA) LLC, UBS Securities LLC, Credit Suisse First Boston Corporation, and Donaldson, Lufkin & Jenrette Securities Corporation.
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.
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.
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2
CA
09/15/2011 - Present
Moelis & Co. LLC (LOS ANGELES CA)
CA
06/18/2008 - 09/06/2011
CREDIT SUISSE SECURITIES (USA) LLC (LOS ANGELES CA)
CA
03/28/2001 - 04/10/2008
UBS SECURITIES LLC (LOS ANGELES CA)
NY
12/18/2000 - 03/05/2001
CREDIT SUISSE FIRST BOSTON CORPORATION (NEW YORK NY)
NJ
05/26/2000 - 12/18/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NJ
09/04/1996 - 09/30/1999
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 09/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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