Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Reinert is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Craig has been in the industry since 2003. Craig is a registered representative in the state of New Jersey and is licensed to provide investment advice in Texas. Craig has worked at a number of firms in the past, including Morgan Stanley, Citigroup Global Markets Inc., Brown Brothers Harriman & Co., UBS Financial Services Inc. and Almaca Securities Corp. Craig has a wide range of experience in the financial services industry and is committed to providing his clients with the highest level of service.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
04/04/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RED BANK NJ)
NJ
06/01/2009 - 10/24/2012
MORGAN STANLEY (SHREWSBURY NJ)
NJ
05/14/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHREWSBURY NJ)
NY
09/14/2004 - 01/07/2008
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
NJ
11/11/2002 - 12/04/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/21/2001 - 07/03/2001
ALMACA SECURITIES CORP (NEW YORK NY)
BOTH
Issued 06/27/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 11/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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