Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Weiss is a financial advisor with over 30 years of experience in the industry. Craig is currently a Registered Representative and Investment Advisor Representative at Bleakley Financial Group, LLC. Previously, Craig worked at LS Securities, LLC, Summit Equities, Inc., R. Seelaus & Co.,Inc., MSI Financial Services, Inc., Comprehensive Asset Management and Servicing, Inc., Belle Haven Investments, L.P., J.P. Morgan Securities LLC, Chase Investment Services Corp., M.J. Whitman LLC, J. B. Hanauer & Co., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Craig holds a Series 63 and Series 66 license. Craig is a skilled financial advisor and offers a range of services, including financial planning, portfolio management, investment consulting/implementation services, pension consulting, educational seminars, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Non-investment consulting/implementation services
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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2
NJ
04/22/2024 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NJ
11/01/2018 - 04/12/2024
LS SECURITIES, LLC (Parsippany NJ)
NJ
06/30/2017 - 12/31/2018
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
NJ
08/30/2016 - 07/24/2017
R. SEELAUS & CO.,INC. (SUMMIT NJ)
NJ
06/30/2016 - 09/15/2016
MSI FINANCIAL SERVICES, INC. (SOMERSET NJ)
NJ
07/21/2014 - 06/14/2016
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (PARSIPPANY NJ)
NY
10/24/2013 - 07/09/2014
BELLE HAVEN INVESTMENTS, L.P. (WHITE PLAINS NY)
NJ
10/01/2012 - 07/31/2013
J.P. MORGAN SECURITIES LLC (MORRISTOWN NJ)
NJ
09/20/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MORRISTOWN NJ)
NY
05/12/2009 - 09/14/2012
M.J. WHITMAN LLC (NEW YORK NY)
NJ
03/10/1995 - 02/19/2009
J. B. HANAUER & CO. (PARSIPPANY NJ)
NY
07/02/1993 - 01/11/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/03/1995
Series 4 - Registered Options Principal Examination
BC
Issued 06/28/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/17/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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