Unclaimed
Craig Treckeme is a financial professional with over two decades of experience in the industry. Currently, Craig is registered with Marex Capital Markets Inc. in California. Previously, Craig held roles with COWEN AND COMPANY, COWEN PRIME SERVICES LLC, COWEN PRIME SERVICES TRADING LLC, CONIFER SECURITIES LLC and BANC OF AMERICA SECURITIES LLC. Craig holds the Series 7, Series 63, Series 99TO and SIE licenses.
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
CA
12/05/2023 - Present
Marex Capital Markets Inc. (SAN FRANCISCO CA)
CA
08/18/2021 - 12/13/2023
COWEN AND COMPANY (San Francisco CA)
CA
01/29/2016 - 01/04/2022
COWEN PRIME SERVICES LLC (SAN FRANCISCO CA)
CA
03/17/2005 - 06/15/2016
COWEN PRIME SERVICES TRADING LLC (San Francisco CA)
NY
01/03/2003 - 03/21/2003
CONIFER SECURITIES LLC (NEW YORK NY)
NY
12/20/1999 - 11/13/2002
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BC
Issued 03/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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