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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Bruce Leone is a financial advisor with over 26 years of experience in the industry. Craig began his career at Merrill Lynch, Pierce, Fenner & Smith Incorporated in 1996. Craig joined Morgan Stanley in 2022 and is currently registered in 28 states as an Investment Advisor Representative. Craig is also registered in Texas and Ohio as an Investment Advisor Representative. Craig has a Series 7 and 63 license and is also licensed as a Series 65 Investment Advisor Representative. Craig focuses on providing asset allocation advice, financial planning, and portfolio management for individuals, businesses, and investment companies. Craig is currently working at Morgan Stanley and has served clients in various industries including insurance companies, investment companies, charitable organizations, high-net-worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
11/18/2022 - Present
Morgan Stanley (Cleveland OH)
OH
11/05/1996 - 11/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)
IA
Issued 11/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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