Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Curry Miller is a financial advisor with Morgan Stanley. Craig has been in the financial services industry since 1986. Craig has a wide range of experience working with individuals, businesses, investment clubs, and institutions. Craig holds licenses to provide financial advice in a number of states and is a registered representative of Morgan Stanley. Craig is also registered as an investment advisor representative. Craig is a well-rounded advisor with a focus on providing personalized investment advice and financial planning. Craig has worked at both Morgan Stanley and Citigroup Global Markets Inc. over the years. In addition to his financial advisory business, Craig owns a travel agency.
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
NC
09/06/2013 - Present
Morgan Stanley (Winston-Salem NC)
NC
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WINSTON-SALEM NC)
NY
11/30/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/21/1986 - 11/25/1988
THE ROBINSON-HUMPHREY COMPANY INC.
IA
Issued 10/08/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1986
Series 3 - National Commodity Futures Examination
BC
Issued 11/15/1986
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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