Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Lieber is a Registered Representative and Investment Advisor Representative with over 25 years of experience in the financial services industry. Craig is currently affiliated with Saxony Capital Management, LLC and previously worked with Lantern Investments, Inc., Vision Securities Inc., and Nichols, Safina, Lerner & Co. Inc. Craig has a strong track record of providing investment advice and financial planning services to a diverse clientele, including individuals, corporations, and charitable organizations. Craig specializes in providing investment management, financial planning, and portfolio management services. He is dedicated to helping clients reach their financial goals and objectives.
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.
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.
Consulting fees to ria's, finders fees, fees third party manager
1
2
NY
09/13/2021 - Present
Saxony Capital Management, LLC (WEST HEMPSTEAD NY)
NY
03/27/2000 - 02/17/2005
LANTERN INVESTMENTS, INC. (MELVILLE NY)
NY
08/19/1997 - 04/25/2000
VISION SECURITIES INC. (PORT WASHINGTON NY)
NA
07/28/1997 - 08/19/1997
VISION SECURITIES INC.
NY
05/09/1997 - 07/31/1997
NICHOLS, SAFINA, LERNER & CO. INC. (NEW YORK NY)
BOTH
Issued 07/25/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2010
Series 4 - Registered Options Principal Examination
BC
Issued 09/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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