Unclaimed
Craig Brannam is a financial advisor with Edward Jones. Craig has been in the financial services industry for over 17 years and has a strong track record of success in helping clients achieve their financial goals. He specializes in providing financial planning, portfolio management, and retirement planning services. Craig has a deep understanding of the financial markets and is committed to providing his clients with personalized service and sound financial advice. Craig Brannam works out of the St. Louis, MO branch office.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
01/30/2020 - Present
Edward Jones (St Louis MO)
MO
11/19/2018 - 01/29/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
06/24/2013 - 10/11/2017
SCOTTRADE, INC. (ST LOUIS MO)
MO
05/06/2011 - 06/20/2013
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
09/09/2004 - 04/21/2011
U.S. BANCORP INVESTMENTS, INC. (SAINT LOUIS MO)
MO
10/03/2003 - 03/03/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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