Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Bentley Diamond is a financial advisor with over 28 years of experience in the industry. Craig is registered with Chapin, Davis and has been with the firm since 2009. Previous firms where Craig was registered include WELLS FARGO ADVISORS, LLC, PRUDENTIAL SECURITIES INCORPORATED, EBI SECURITIES CORPORATION and H.J. MEYERS & CO., INC. Craig has a wide range of experience in the industry. Craig holds Series 7, 31, 63, 65 and SIE licenses and is also registered in several states. Craig specializes in financial planning, portfolio management for businesses and individuals and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Concessions paid by issuers of securities sold to clients
1
2
MD
05/29/2009 - Present
Chapin, Davis (BALTIMORE MD)
MD
07/01/2003 - 06/01/2009
WELLS FARGO ADVISORS, LLC (BALTIMORE MD)
NY
11/16/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
CO
05/09/1995 - 12/02/1998
EBI SECURITIES CORPORATION (ENGLEWOOD CO)
NY
11/02/1994 - 05/11/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 12/07/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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