Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Andrew Fertel is a financial advisor at Janney Montgomery Scott LLC in Philadelphia, PA. Craig has been in the financial services industry since June 15, 1993. Craig has a wide range of experience in the financial services industry, including investment banking, securities trading, and financial planning. Craig is registered with the Financial Industry Regulatory Authority (FINRA) as a general securities representative and has also passed the Series 9 and 10 exams. Craig holds a Series 63 license and is registered in 11 states including Pennsylvania, New Jersey, New York, Illinois, Maryland, Connecticut, Massachusetts, Nevada, West Virginia, and Wisconsin. Craig's specialties include portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors.
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.
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.
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.
Fee plus commission
1
2
PA
06/23/2008 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
06/16/1993 - 07/17/2006
JANNEY MONTGOMERY SCOTT LLC (ARDMORE PA)
BC
Issued 07/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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