Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Irby is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been in the securities industry for over 2 years. Craig is a licensed investment advisor representative in New York and Texas. He is also registered to provide investment advice in 18 states, including New York, California, and Texas. Craig earned his Series 7 and Series 66 licenses in 2023. Craig has experience in various financial services roles, including working with Equity Services, Inc. in Vermont, National Life in Hauppauge, New York, and State Farm in East Meadow, New York.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NY
12/15/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MELVILLE NY)
NY
01/20/2023 - 09/06/2023
EQUITY SERVICES, INC. (HAUPPAUGE NY)
BOTH
Issued 05/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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