Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Lewis Cerone is a financial advisor with Raymond James & Associates, Inc. located in Greenwich, CT. Craig has over 20 years of experience in the financial industry. Craig's registration with the state of Connecticut began on September 6, 2016. Craig also holds a Series 7, 24, and 66 license. In addition to his role at Raymond James & Associates, Inc., Craig is a trustee for Biagia Capital Access and is the owner and proprietor of Cerone Lake House LLC and DPJC LLC. Craig's primary focus is on financial planning, portfolio management for businesses and individuals, and educational seminars.
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.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CT
09/06/2016 - Present
Raymond James & Associates, Inc. (Greenwich CT)
CT
10/21/2003 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (GREENWICH CT)
NY
05/30/2003 - 10/21/2003
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
05/09/2001 - 05/30/2003
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BOTH
Issued 02/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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