Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Kotash is a financial advisor with A.g.p. / Alliance Global Partners. Craig has over 20 years of experience in the financial services industry. Craig specializes in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. He is registered with FINRA and the state of New York.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
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2
NY
01/14/2021 - Present
A.g.p. / Alliance Global Partners (New York NY)
NY
07/12/2010 - 01/11/2021
AEGIS CAPITAL CORP. (NEW YORK NY)
NJ
06/04/2008 - 07/06/2009
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NJ
12/19/2006 - 03/07/2008
MORGAN STANLEY DISTRIBUTION, INC. (JERSEY CITY NJ)
NY
12/11/2002 - 01/31/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NE
06/03/1999 - 09/10/2001
NEBRASKA HUDSON COMPANY, INC. (OMAHA NE)
MN
01/21/1999 - 03/31/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/21/1999 - 03/31/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2001
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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