Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Connolly is a financial advisor with over 25 years of experience in the industry. Craig is currently registered with United Advisor Group, LLC. He has held previous registrations with Silver Oak Securities, Incorporated, Thurston Springer Financial, Sterne Agee Financial Services, Inc., WRP Investments, Inc., Woodbury Financial Services, Inc., Cambridge Investment Research, Inc., Eneric Financial Services, Inc. and Pruco Securities Corporation. Craig is a Series 6, 7, 24 and 66 licensed advisor. Craig specializes in financial planning, investment management, and portfolio management for businesses and individuals. Craig is committed to providing his clients with personalized financial advice and helping them reach 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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
02/10/2023 - Present
United Advisor Group (CINCINNATI OH)
OH
02/08/2023 - 11/13/2023
SILVER OAK SECURITIES, INCORPORATED (Cincinnati OH)
OH
05/31/2017 - 02/23/2023
THURSTON SPRINGER FINANCIAL (Cincinnati OH)
OH
09/12/2014 - 06/07/2017
STERNE AGEE FINANCIAL SERVICES, INC. (CINCINNATI OH)
OH
08/04/2006 - 09/12/2014
WRP INVESTMENTS, INC. (CINCINNATI OH)
OH
11/22/2004 - 08/23/2006
WOODBURY FINANCIAL SERVICES, INC. (CINCINNATI OH)
IA
07/12/2001 - 12/15/2004
CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)
IA
05/29/1997 - 07/12/2001
ENERIC FINANCIAL SERVICES, INC. (FAIRFIELD IA)
NJ
11/11/1996 - 05/29/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 07/02/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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