Unclaimed
Craig Larned Elliott is a financial advisor with over 15 years of experience in the financial services industry. Craig is currently registered with T. Rowe Price Advisory Services, Inc. in Millersville, MD. Craig was previously registered with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, and Deutsche Bank Securities Inc. Craig is a Series 7, Series 63, Series 55, and Series 66 licensed representative. Craig specializes in portfolio management for individuals. Craig is also registered as an investment advisor representative in Maryland. Craig's primary office location is in Millersville, MD.
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.
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.
See schedule d
1
2
MD
04/05/2018 - Present
T. Rowe Price Advisory Services, Inc. (Millersville MD)
MD
03/13/2015 - 03/16/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
MD
08/16/2013 - 02/03/2015
MORGAN STANLEY (BALTIMORE MD)
NY
01/07/2010 - 11/09/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/22/2002 - 01/25/2008
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BOTH
Issued 08/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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