Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Gilbert Cornwell is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Craig has been in the financial services industry for over 17 years, holding positions at various firms, including Mercer Allied Company, L.P. and Cantella & Co., Inc. Craig is also registered with the state of New York and is active in both the broker-dealer and investment advisor channels. Craig has extensive experience providing financial planning and investment management services to individuals and businesses. Craig is committed to providing his clients with the highest level of personalized 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
11/12/2024 - Present
Raymond James Financial Services Advisors, Inc. (Saratoga Springs NY)
NY
10/31/2019 - 10/06/2022
CANTELLA & CO., INC. (Saratoga Springs NY)
NY
06/19/2006 - 10/31/2019
MERCER ALLIED COMPANY, L.P. (LATHAM NY)
BOTH
Issued 11/22/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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