Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Skelly is a financial advisor with Stifel, Nicolaus & Company, Inc. Craig Skelly has been in the industry for over 38 years and has been registered with Stifel, Nicolaus & Company, Inc. since 2013. Craig Skelly is also registered with the state of Texas. Prior to working at Stifel, Nicolaus & Company, Inc. Craig Skelly was employed by MORGAN STANLEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., GREAT WESTERN FINANCIAL SECURITIES CORPORATION, and DEAN WITTER REYNOLDS INC. Craig Skelly provides financial planning, portfolio management, and pension consulting services. Craig Skelly also provides educational seminars and selection of other advisers. Craig Skelly has a wide range of experience in the financial services industry and has a strong commitment to providing excellent service to his clients. Craig Skelly holds a Series 3, Series 7, and Series 63, and Series 65 license.
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.
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
CA
11/11/2015 - Present
Stifel, Nicolaus & Company, Inc. (IRVINE CA)
CA
06/01/2009 - 08/21/2013
MORGAN STANLEY (IRVINE CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAGUNA WOODS CA)
CA
02/10/1987 - 04/02/2007
MORGAN STANLEY DW INC. (LAGUNA WOODS CA)
CA
06/27/1986 - 08/23/1988
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NA
03/22/1983 - 01/30/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 11/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1989
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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