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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 Cymrot is a financial advisor at Morgan Stanley. Craig has been in the financial industry since August 1992 and has been registered with the firm since June 2009. Craig's previous work experience includes working at Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Craig is licensed to offer investment advice in several states, including California, Texas, Arizona, Florida, Georgia, and others. Craig holds several securities licenses, including Series 7, Series 31, Series 63 and Series 65. Craig offers a variety of services to clients, including financial planning, portfolio management, and asset allocation advice.
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
CA
06/01/2009 - Present
Morgan Stanley (San Jose CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN JOSE CA)
CA
06/18/1993 - 04/02/2007
MORGAN STANLEY DW INC. (SAN JOSE CA)
NA
10/22/1987 - 08/24/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 04/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 06/17/1993
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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