Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Merkt is a financial professional with over 10 years of experience in the industry. Craig currently holds registrations in Delaware and Florida and is associated with Realta Equities, Inc. Prior to this role, Craig was associated with Calton & Associates, Inc. and Commonwealth Capital Securities Corp. Craig has a broad range of experience in the industry, including investment company products, variable contracts, general securities, direct participation programs and is a registered principal. Craig has successfully completed the Series 6, 7, 22, 24, 63, and SIE exams. Craig holds a Series 6TO license.
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.
1
2
DE
10/04/2023 - Present
Realta Equities, Inc. (WILMINGTON DE)
FL
07/06/2016 - 10/30/2023
CALTON & ASSOCIATES, INC. (TAMPA FL)
FL
06/25/2015 - 07/01/2016
COMMONWEALTH CAPITAL SECURITIES CORP. (CLEARWATER FL)
WI
03/12/2004 - 03/10/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 07/29/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/04/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/25/2015
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 03/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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