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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 Eugene Moruzzi is a financial advisor with Osaic FA, Inc. in Jericho, NY. Craig has been in the financial industry since August 17, 2000, and has a strong background in providing investment advice to individuals, businesses, and retirement plan participants.
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.
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.
Retirement plan consulting services provided on a limited basis.
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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NY
03/18/2022 - Present
Osaic FA, Inc. (JERICHO NY)
NY
10/01/2021 - 03/28/2022
EQUITABLE ADVISORS, LLC (WOODBURY NY)
NY
09/01/2011 - 10/05/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (SYOSSET NY)
NY
08/01/2007 - 07/28/2011
HORNOR, TOWNSEND & KENT, INC. (UNIONDALE NY)
NY
05/29/2007 - 07/07/2007
CITIGROUP GLOBAL MARKETS INC. (FREEPORT NY)
NY
09/28/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (FREEPORT NY)
NY
12/13/2005 - 06/05/2006
HOLD BROTHERS ON-LINE INVESTMENT SERVICES L.L.C. (SYOSSET NY)
NY
09/09/2004 - 05/23/2005
FIRST EMPIRE SECURITIES, INC. (HAUPPAUGE NY)
PA
12/13/2001 - 09/01/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
DE
07/09/2001 - 01/08/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NJ
08/02/1999 - 07/09/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2009
Series 4 - Registered Options Principal Examination
BC
Issued 08/09/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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