Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Edwin Sjonell is a financial advisor with over 25 years of experience in the industry. Craig is currently registered with LPL Financial LLC, a large independent broker-dealer with over $500 billion in assets under management. Before joining LPL, Craig was a registered representative with Sagepoint Financial, Inc. for almost 15 years. Craig specializes in providing financial planning, portfolio management for businesses and individuals, as well as consulting and other non-discretionary advisory services. Craig has a wide range of experience and is dedicated to providing personalized financial advice to meet the unique needs of each client.
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.
Consulting and other non-discretionary advisory services
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.
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NJ
05/07/2020 - Present
LPL Financial LLC (SCOTCH PLAINS NJ)
NJ
10/31/2005 - 05/11/2020
SAGEPOINT FINANCIAL, INC. (SCOTCH PLAINS NJ)
AZ
05/16/2000 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NY
11/23/1998 - 05/05/2000
THE REGENCY GROUP, INC. (NEW YORK NY)
NY
06/20/1996 - 11/18/1998
R.D. WHITE & CO., INC. (NEW YORK NY)
NY
01/01/1994 - 06/17/1996
TORONTO DOMINION SECURITIES (USA) INC. (NEW YORK NY)
NA
03/28/1995 - 06/22/1995
GREEN LINE INVESTOR SERVICES (U.S.A.) INC.
IA
Issued 10/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/28/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/30/1997
Series 4 - Registered Options Principal Examination
BC
Issued 06/07/1994
Series 24 - General Securities Principal Examination
BC
Issued 11/26/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 03/15/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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