Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Brown is a financial professional with over 18 years of experience in the financial services industry. Craig is currently registered with Fifth Third Securities, Inc. and is also an Investment Advisor Representative in the state of Florida. Craig has held prior roles with J.P. Morgan Securities LLC, Wells Fargo Clearing Services, LLC, Santander Securities LLC, Ameriprise Financial Services, Inc., and U.S. Bancorp Investments, Inc. Craig holds the Series 6, Series 7, Series 63, and Series 65 licenses as well as the SIE designation. Craig specializes in providing financial planning services to individuals and businesses.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
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FL
05/02/2024 - Present
Fifth Third Securities, Inc. (WEST PALM BEACH FL)
FL
02/15/2018 - 04/27/2024
J.P. MORGAN SECURITIES LLC (Palm Beach Gardens FL)
CT
03/24/2014 - 02/08/2018
WELLS FARGO CLEARING SERVICES, LLC (PLANTSVILLE CT)
CT
02/27/2013 - 08/01/2013
SANTANDER SECURITIES LLC (WEST HARTFORD CT)
MN
03/10/2011 - 01/08/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
09/15/2004 - 02/25/2011
U.S. BANCORP INVESTMENTS, INC. (APPLE VALLEY MN)
IA
Issued 6/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/7/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/5/2006
Series 7 - General Securities Representative Examination
BC
Issued 9/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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