Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Lawrence Piper is a financial advisor with IC Advisory Services, Inc. Craig has been a Registered Representative since 1984. Craig is a licensed and registered advisor with a total of 16 active registrations across multiple states. His firm has 169 licensed agents, 191 investment advisor representatives, and 220 registered representatives. The firm serves a variety of clients including individuals, corporations, charities, and retirement plans. Craig's primary office is in Palm Beach Gardens, Florida.
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.
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
FL
07/07/2014 - Present
IC Advisory Services, Inc. (PALM BEACH GARDENS FL)
NJ
07/22/2003 - 04/01/2013
NATIONWIDE PLANNING ASSOCIATES INC. (NEW PROVIDENCE NJ)
NY
12/16/2002 - 08/06/2003
KIRLIN SECURITIES INC. (SYOSSET NY)
OH
06/01/1998 - 12/20/2002
VESTAX SECURITIES CORPORATION (HUDSON OH)
PA
10/20/1993 - 06/04/1998
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NA
10/16/1990 - 11/11/1991
DOLLAR DRY DOCK INVESTMENT SERVICES, INC.
CA
05/05/1989 - 10/24/1990
MURPHEY FAVRE, INC. (IRVINE CA)
NA
03/17/1988 - 01/01/1989
COLLEGE RETIREMENT EQUITIES FUND
NA
03/21/1986 - 02/10/1988
DEAN WITTER REYNOLDS INC.
NA
10/26/1984 - 03/21/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 10/25/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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