Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Connolly is an investment advisor representative at ThePartners Wealth Management, a firm based in Monterey, California. Craig is registered with the state of Arizona and has been in the industry since 2006. Craig is also licensed as an insurance agent and has experience in solar sales. ThePartners Wealth Management provides financial planning and portfolio management services to individuals, families, and businesses. They are also a TAMP program/model manager/sub advisor.
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.
Personalized portfolio management to meet individual financial objectives.
Tamp program/model manager/sub advisor
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.
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CA
09/18/2024 - Present
Thepartners Wealth Management (CARMEL BY THE SEA CA)
AZ
08/04/2006 - 09/14/2009
WORLD GROUP SECURITIES, INC. (MESA AZ)
IA
Issued 09/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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