Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Michael Crawford, Jr. is a financial advisor with Fidelity Personal and Workplace Advisors. Craig has been in the financial services industry for over 10 years. Craig holds a Series 63 license and is registered with the state of North Carolina. Craig is also a Certified Financial Planner. Craig has been with Fidelity Personal and Workplace Advisors since June 2022. Craig’s previous work experience includes First Citizens Investor Services, Inc. and First Citizens Bank. Craig works with individuals, corporations, and charitable organizations.
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.
1
2
NC
12/12/2022 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
NC
02/09/2021 - 06/01/2022
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
BOTH
Issued 12/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/09/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Craig Crawford is the right advisor for you? Invested Better is here to help.
