Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Lee Martin is a financial advisor who has been in the industry since 2011. Craig is currently registered with Wells Fargo Advisors Financial Network, LLC and is located in Bethesda, MD. Prior to his current role, Craig was employed by Harbor Investment Advisory, LLC and Morgan Stanley. Craig holds a Series 7, 66 and SIE license and is a Certified Financial Planner. Craig specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutions.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
05/23/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
MD
03/23/2015 - 10/04/2022
HARBOR INVESTMENT ADVISORY, LLC (Lutherville MD)
MD
09/29/2011 - 03/31/2015
MORGAN STANLEY (LUTHERVILLE MD)
BOTH
Issued 10/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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