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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Halliday is a financial advisor with Wells Fargo Clearing Services, LLC. Craig is located in Columbus, Ohio and has been working in the financial services industry since 1993. Craig has Series 6, 7, 63 and 65 licenses and is registered to offer investment advice in Arizona, Florida, Indiana, Massachusetts, Michigan, Nevada, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah and Wisconsin. Craig specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for businesses and 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.
Investment consulting services to institutional clients
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.
1
2
OH
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (COLUMBUS OH)
OH
11/30/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (COLUMBUS OH)
CT
09/08/1993 - 12/20/2005
ADVEST, INC. (HARTFORD CT)
KS
11/14/1989 - 06/11/1990
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 05/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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