Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig J. Valentine is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Smithtown, NY. Craig has been in the financial services industry for over 12 years. Prior to joining Raymond James, Craig worked at Northwestern Mutual Investment Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Craig holds Series 7 and 66 securities licenses and has earned the Certified Financial Planner and Chartered Financial Consultant designations. Craig specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses.
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
10/20/2023 - Present
Raymond James Financial Services Advisors, Inc. (Smithtown NY)
NY
10/04/2013 - 02/17/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MELVILLE NY)
NY
05/18/2010 - 06/24/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COMMACK NY)
BOTH
Issued 06/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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