Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Burdulis is a financial advisor with Stifel, Nicolaus & Company, Inc. located in Conshohocken, PA. Craig has been in the financial services industry since December 8, 1982. Craig has a wide range of experience in the financial services industry and is a registered representative of Stifel, Nicolaus & Company, Inc. and is licensed in 17 states. Craig specializes in portfolio management for individuals, businesses, pooled investment vehicles, pension consulting, and educational seminars. Craig has experience with clients of all types.
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.
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.
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2
PA
06/09/2022 - Present
Stifel, Nicolaus & Company, Inc. (CONSHOHOCKEN PA)
PA
01/03/2006 - 06/06/2022
BOENNING & SCATTERGOOD, INC. (WEST CONSHOHOCKEN PA)
NY
02/07/2005 - 01/06/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
PA
12/07/1982 - 02/16/2005
COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)
BC
Issued 08/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1982
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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