Unclaimed
Craig Ian Dismuke is a financial advisor with over 20 years of experience in the industry. He is currently registered with Stifel, Nicolaus & Company, Inc. in Memphis, Tennessee. Previously, Craig has worked with several firms including Vining-Sparks IBG, LLC, ICBA Securities, Bear, Stearns & Co. Inc., Robert W. Baird & Co. Incorporated and Morgan Keegan & Company, Inc. Craig is a Series 7, 24, 63 and SIE licensed professional. He has a strong track record of success in helping clients achieve their financial goals. Craig offers a wide range of financial services, including investment planning, retirement planning, and estate planning.
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.
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
TN
04/22/2022 - Present
Stifel, Nicolaus & Company, Inc. (MEMPHIS TN)
TN
10/01/2007 - 04/22/2022
VINING-SPARKS IBG, LLC (MEMPHIS TN)
TN
10/01/2007 - 12/17/2019
ICBA SECURITIES (MEMPHIS TN)
TN
08/22/2006 - 10/11/2007
BEAR, STEARNS & CO. INC. (MEMPHIS TN)
CO
03/01/2006 - 08/17/2006
ROBERT W. BAIRD & CO. INCORPORATED (BOULDER CO)
TN
10/17/2001 - 03/01/2006
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BC
Issued 11/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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