Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Gerard Desimone is a financial advisor who has been in the industry since 2003. Craig Desimone is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has been with the firm since 2017. Prior to joining Tiaa-Cref Individual & Institutional Services, LLC, Craig Desimone worked at MSI FINANCIAL SERVICES, INC. and Ameriprise Financial Services, Inc. Craig Desimone specializes in providing financial planning services, portfolio management for individuals, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Compensation from affiliates
1
2
FL
02/04/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Lakewood Ranch FL)
NJ
05/25/2011 - 11/17/2016
MSI FINANCIAL SERVICES, INC. (ISELIN NJ)
NJ
11/06/2002 - 05/31/2011
AMERIPRISE FINANCIAL SERVICES, INC. (MATAWAN NJ)
MN
06/10/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/05/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/11/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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