Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Ferrantino is a financial professional with over 25 years of experience in the financial services industry. Craig has held positions with several firms, including A.G. Edwards & Sons, Inc., Salomon Smith Barney Inc., and Next Financial Group, Inc. Craig is currently a Registered Representative with United Planners' Financial Services of America a Limited Partner, a firm that provides financial planning, portfolio management and other advisory services to individuals, businesses, and non-profit organizations. Craig has a broad range of experience in the financial services industry, including financial planning, investment management, insurance, and tax preparation.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
NY
07/18/2021 - Present
United Planners' Financial Services OF America A Limited Partner (MELVILLE NY)
NY
04/11/2007 - 12/23/2019
NEXT FINANCIAL GROUP, INC. (MELVILLE NY)
NY
02/02/1999 - 04/23/2007
A. G. EDWARDS & SONS, INC. (RIVERHEAD NY)
NY
09/08/1995 - 01/11/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 09/21/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2008
Series 30 - NFA Branch Manager Examination
BC
Issued 09/14/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/30/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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