Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Lambert Massey is a financial advisor who has been working in the financial industry since August 3, 1986. Massey is currently registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated and has been with the firm since April 19, 2013. Prior to joining Merrill Lynch, Massey worked at Morgan Stanley and Morgan Stanley & Co. Incorporated. Massey's primary registration is in Texas. Massey holds a variety of licenses including Series 7, Series 22, Series 31, Series 39, and Series 63. Massey is also a registered investment advisor in Texas. Massey specializes in providing financial planning, portfolio management, and retirement planning services to individuals and families. Massey is committed to helping clients achieve their financial goals and provides personalized service to meet their individual needs.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
04/19/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
06/01/2009 - 05/16/2013
MORGAN STANLEY (HOUSTON TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HOUSTON TX)
TX
11/20/1998 - 04/02/2007
MORGAN STANLEY DW INC. (HOUSTON TX)
NY
07/08/1994 - 12/03/1998
CIBC OPPENHEIMER CORP. (NEW YORK NY)
MA
12/11/1992 - 07/18/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
11/13/1984 - 12/21/1990
PEREGRINE SECURITIES CORPORATION
NA
09/23/1988 - 10/19/1989
BALLANTRAE SECURITIES, INC.
NA
08/14/1984 - 02/04/1985
THE DEERING MASSEY GROUP
IA
Issued 4/11/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/30/1984
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/9/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 4/7/1994
Series 7 - General Securities Representative Examination
BC
Issued 6/21/1984
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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