Unclaimed
Craig Oney is a financial advisor who has been active in the industry since 2007. Craig is a registered representative with Fifth Third Securities, Inc., and is registered to provide investment advice in the state of Ohio. Craig has passed the Series 7, Series 24, Series 53, Series 66 and SIE exams. Craig is also a licensed agent in 51 states. Craig has a long history of providing investment advice to individuals, businesses, and institutions. Craig is committed to providing his clients with the highest level of service and helping them achieve their financial goals.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
02/22/2012 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
OH
07/17/2007 - 10/02/2007
PRIMEVEST FINANCIAL SERVICES, INC. (WORTHINGTON OH)
BOTH
Issued 2/7/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/29/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 4/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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