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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 Christian Shriner has been in the financial services industry since 1993. Craig is currently registered with Morgan Stanley and is licensed to provide investment advice in Oklahoma and Texas. Prior to joining Morgan Stanley, Craig was employed by MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BOSC, INC., LINSCO/PRIVATE LEDGER CORP., and LUTHERAN BROTHERHOOD SECURITIES CORP.. Craig is a holder of the Series 6, 7, 31, 63 and 65 licenses, as well as the SIE exam. Craig has been recognized for his expertise in asset allocation advice and his experience providing financial planning and portfolio management for individuals, businesses, and investment companies.
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
OK
06/01/2009 - Present
Morgan Stanley (Oklahoma City OK)
OK
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ENID OK)
OK
06/04/2001 - 04/02/2007
MORGAN STANLEY DW INC. (ENID OK)
NY
01/19/1996 - 05/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OK
05/09/1995 - 01/25/1996
BOSC, INC. (TULSA OK)
SC
03/30/1994 - 05/11/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
02/10/1993 - 03/31/1994
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 04/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1993
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 07/18/1994
Series 7 - General Securities Representative Examination
BC
Issued 02/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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