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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 Daniel Price is a financial advisor with over 20 years of experience in the industry. Currently, Craig is registered as a Registered Investment Advisor with Mesirow Financial Investment Management, Inc. Craig has held previous positions with UBS Financial Services Inc., Legg Mason Wood Walker, Incorporated, Prudential Securities Incorporated, American Express Financial Advisors Inc. and IDS Life Insurance Company. Craig is a Certified Financial Planner and holds the Series 7, Series 63, Series 65, and SIE licenses. Craig specializes in a range of services, including financial planning, portfolio management, and pension consulting. Craig works with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, 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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
08/19/2024 - Present
Mesirow Financial Investment Management, Inc. (STUART FL)
FL
05/12/2000 - 03/18/2016
UBS FINANCIAL SERVICES INC. (STUART FL)
MD
08/12/1994 - 05/23/2000
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
11/04/1993 - 09/08/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/20/1988 - 08/09/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
07/20/1988 - 08/09/1988
IDS LIFE INSURANCE COMPANY
IA
Issued 12/29/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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