Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Lipniskis is a financial advisor with Private Advisor Group, LLC. Craig has been in the financial industry since 2004 and has experience working with individuals, businesses, corporations, and charitable organizations. Craig is registered with the state of Ohio and holds a Series 63, Series 66, Series 7, and SIE license. Craig also works with Fidelity Brokerage Services LLC, Destin Flyers LLC and Destin Flyers Ohio LLC, and LPL Financial, LLC.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
01/04/2021 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
KY
08/29/2019 - 02/11/2020
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
11/23/2004 - 09/05/2017
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 09/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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