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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 Zvonar is an investment advisor representative with Morgan Stanley. Craig has been in the financial services industry since 1994 and has held previous positions at WELLS FARGO ADVISORS, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, FIDELITY BROKERAGE SERVICES LLC, and several other firms. Craig is registered with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
04/08/2020 - Present
Morgan Stanley (Chicago IL)
IL
08/15/2012 - 03/23/2015
WELLS FARGO ADVISORS, LLC (NAPERVILLE IL)
IL
08/11/2011 - 08/13/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
WI
04/29/2008 - 08/01/2011
WELLS FARGO ADVISORS, LLC (MADISON WI)
CA
10/06/2004 - 12/11/2007
FIDELITY BROKERAGE SERVICES LLC (SANTA MONICA CA)
CA
02/05/2003 - 08/03/2004
STOCKS 4 LESS, INC. (SHERMAN OAKS CA)
CA
07/30/2002 - 02/05/2003
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
FL
05/22/2002 - 06/17/2002
POINT DIREX SECURITIES, LLC (ORLANDO FL)
CA
08/30/2001 - 05/13/2002
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
NY
03/14/2001 - 07/09/2001
ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)
TX
11/07/2000 - 03/19/2001
FLEET SECURITIES, INC. (DALLAS TX)
CA
03/15/2000 - 11/01/2000
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
TX
11/23/1998 - 05/25/2000
MYDISCOUNTBROKER.COM (DALLAS TX)
TX
06/06/1997 - 10/21/1998
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
01/01/1997 - 04/11/1997
MURPHEY, MARSEILLES, SMITH & NAMMACK, INC. (NEW YORK NY)
CA
09/26/1996 - 12/13/1996
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
08/16/1995 - 09/19/1996
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
NE
08/10/1994 - 06/20/1995
SECURITIES AMERICA, INC. (LAVISTA NE)
BOTH
Issued 06/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/18/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/25/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/14/1998
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2009
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/15/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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