Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Vollmer is a financial advisor with Missionsquare Investment Services. Craig has been working in the financial services industry since 1999. Craig has a wide range of experience and holds licenses in Series 6, 7, 26, 63 and SIE. Craig is currently registered in the District of Columbia and Maryland.
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.
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2
DC
01/27/2023 - Present
Missionsquare Investment Services (WASHINGTON DC)
NJ
09/03/2020 - 05/25/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
MD
04/07/2016 - 02/06/2019
M&T SECURITIES, INC. (BALTIMORE MD)
MD
05/03/2000 - 11/06/2015
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
MN
11/17/1999 - 03/02/2000
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BC
Issued 05/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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