Unclaimed
Craig Michael Delong is an investment advisor representative with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. based in St. Petersburg, Florida. Craig has been in the industry since 2017 and holds Series 7, 24, 63 and 65 licenses. He is registered in Arizona and Florida. Craig has a diverse professional background, including experience with Degart Global, GoDaddy, Transamerica, and General Dynamics. His expertise spans financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
11/03/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
AZ
01/12/2017 - 06/08/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)
IA
Issued 05/02/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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