Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Galovich is a financial advisor with Stonex Advisors Inc. Craig has been in the financial services industry since 1994 and has experience working with individuals, corporations, and charitable organizations. Craig also holds the Series 6, Series 63, and Series 65 licenses and has a strong understanding of the financial markets. Craig is committed to providing his clients with personalized financial advice and helping them achieve 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.
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.
Financial consulting services
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
PA
01/30/2015 - Present
Stonex Advisors Inc. (Ingomar PA)
PA
08/21/2003 - 09/12/2014
WRP INVESTMENTS, INC. (INGOMAR PA)
GA
07/26/1996 - 08/25/2003
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
01/17/1994 - 07/26/1996
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 12/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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