Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Salmon is a financial advisor at Fidelity Personal And Workplace Advisors. Craig has been working in the financial industry for over 8 years. Craig has a wide range of experience in providing investment advice to individuals and families. Craig holds the Series 7, 9, 10, 63, and 66 licenses, and is registered in 50 states and the District of Columbia. Craig provides investment advice and financial planning services.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NM
06/16/2021 - Present
Fidelity Personal AND Workplace Advisors (ALBUQUERQUE NM)
CO
03/08/2017 - 06/10/2021
MORGAN STANLEY (DURANGO CO)
CO
09/30/2013 - 06/08/2016
FIDELITY BROKERAGE SERVICES LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 06/09/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/05/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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