Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Clancy is a financial advisor with J.P. Morgan Securities LLC, based in Jersey City, NJ. Craig has been working in the financial industry since 2005 and holds the Series 7, 63, and SIE licenses. Craig also holds the Series 99TO license. He has held positions with J.P. Morgan Securities LLC since 2009 and previously worked with J.P. Morgan Securities Inc. Craig is registered to provide financial advice in Connecticut and 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NJ
01/08/2009 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
NY
05/03/2005 - 06/14/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 06/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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