Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Matthew Hassel is a financial advisor registered with The Pinnacle Financial Group. Craig has over 20 years of experience in the financial industry. Craig specializes in providing investment advice, financial planning, and portfolio management services. Craig has a strong track record of success in helping individuals and families achieve their financial goals. Craig is also registered to provide investment advisory services through The Pinnacle Financial Group, an independent investment advisor firm.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Financial planning
1
2
NY
08/30/2021 - Present
THE Pinnacle Financial Group (ROCKVILLE CENTRE NY)
NY
06/01/2009 - 01/31/2014
MORGAN STANLEY (GARDEN CITY NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GARDEN CITY NY)
NY
02/03/2006 - 04/02/2007
MORGAN STANLEY DW INC. (GARDEN CITY NY)
NY
01/23/1996 - 02/08/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (GARDEN CITY NY)
BC
Issued 03/18/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/01/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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