Unclaimed
Craig Stix is a financial professional with over 15 years of experience in the financial services industry. Craig is currently registered with State Farm Investment Management Corp. and is licensed in New Jersey. Craig holds the Series 6 and SIE licenses and is a Chartered Financial Consultant. Craig is also a licensed insurance agent with Craig Stix's Insurance Agency. In addition to his work as a financial advisor, Craig also coaches girls' lacrosse.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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NJ
02/27/2024 - Present
State Farm Investment Management Corp. (Dover NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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