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Craig Matthew Anderson

Calamos Financial Services LLC

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About Craig Matthew Anderson

Craig Anderson is a financial advisor with over 14 years of experience in the industry. Craig is currently registered with Calamos Financial Services LLC and holds a Series 66, Series 7, and SIE licenses. Craig has previously worked at Nationwide Investment Services Corporation, Foreside Fund Services, LLC, and First Trust Portfolios L.P.

Firm Information

Craig Anderson is currently registered with Calamos Financial Services LLC. Calamos Financial Services LLC is a Limited Liability Company formed on September 15, 2004. The firm is registered in 53 states and the District of Columbia, as well as with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

83

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Craig Anderson’s Registration & Firm History

NY

10/31/2023 - Present

Calamos Financial Services LLC (New York NY)

OH

07/17/2023 - 10/25/2023

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

ME

12/24/2015 - 08/16/2022

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

IL

05/19/2008 - 07/10/2015

FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)

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Licenses & Designations

BOTH

Issued 06/17/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Craig Matthew Anderson.
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