Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Joseph Wilson is a financial advisor with over 8 years of experience in the industry. Wilson is currently registered with Centerview Partners LLC and holds Series 7TO, SIE, 79 and 56 licenses. Previously, Wilson was a registered representative with Morgan Stanley & Co. LLC, Goldman Sachs & Co. LLC and Belvedere Trading LLC. Wilson's professional experience spans various financial services sectors, including investment banking, trading, and wealth management. Wilson holds a Series 63 license and is registered with the state of California.
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.
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.
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2
CA
05/19/2022 - Present
Centerview Partners LLC (Menlo Park CA)
CA
08/05/2021 - 04/19/2022
MORGAN STANLEY & CO. LLC (San Francisco CA)
TX
08/24/2017 - 06/30/2021
GOLDMAN SACHS & CO. LLC (HOUSTON TX)
IL
11/03/2011 - 05/05/2015
BELVEDERE TRADING LLC (CHICAGO IL)
BC
Issued 06/21/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 11/02/2011
Series 56 - Proprietary Trader Qualification Examination
Active
Inactive
F
FINRA
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