Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Reid is a financial professional with over 9 years of experience in the financial services industry. Craig is currently registered as a Registered Representative (RA) with MMA Securities LLC, where Craig has been working since January 2018. Previously, Craig worked with Country Club Financial Services, Inc., Money Concepts Capital Corp, and UMB Financial Services, Inc. Craig's experience is broad and includes serving clients in the state of California, Colorado, Illinois, Kansas, Kentucky, Missouri, Montana, Nevada, Oklahoma, Tennessee, Texas, and Wisconsin. Craig has held the Series 7, Series 24, Series 51, Series 63, Series 99TO, and SIE licenses. Craig also holds the Certified Financial Planner designation. Craig's current employer, MMA Securities LLC, is an investment advisor registered with the SEC. MMA Securities LLC's headquarters are in New York City, and the firm has been in operation since 1988. MMA Securities LLC has approximately 181 registered representatives and 87 investment advisor representatives. The firm specializes in providing financial services to individuals, corporations, and pension plans.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
1
2
KS
01/12/2018 - Present
MMA Securities LLC (Leawood KS)
KS
02/09/2022 - 12/02/2022
JSL SECURITIES, INC. (OVERLAND PARK KS)
KS
12/02/2017 - 12/31/2017
MONEY CONCEPTS CAPITAL CORP (Prairie Village KS)
KS
01/13/2017 - 12/01/2017
COUNTRY CLUB FINANCIAL SERVICES, INC. (PRAIRIE VILLAGE KS)
MO
01/16/2014 - 11/03/2016
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BC
Issued 10/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2019
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/23/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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