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 Rumsky is a financial professional with over 10 years of experience in the financial services industry. He is a registered representative of Equitable Advisors, LLC, and is currently registered to provide investment advice in multiple states. Craig has previously held positions at Wells Fargo Clearing Services, LLC, Securian Financial Services, Inc., MML Investors Services, LLC, Chimera Securities, LLC, Opus Trading Fund LLC and Schonfeld Securities, LLC. He holds the Series 6, 7, 55, 56, 63, and 65 licenses. Craig specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, 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.
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
FL
02/10/2022 - Present
Equitable Advisors, LLC (BOCA RATON FL)
FL
07/08/2019 - 10/07/2021
WELLS FARGO CLEARING SERVICES, LLC (CORAL SPRINGS FL)
FL
08/29/2018 - 05/13/2019
SECURIAN FINANCIAL SERVICES, INC. (BOCA RATON FL)
FL
05/08/2018 - 08/16/2018
MML INVESTORS SERVICES, LLC (FT LAUDERDALE FL)
NY
05/14/2013 - 10/13/2014
CHIMERA SECURITIES, LLC (NEW YORK NY)
NY
05/11/2006 - 01/08/2008
OPUS TRADING FUND LLC (JERICHO NY)
NY
09/30/1999 - 03/18/2004
SCHONFELD SECURITIES, LLC (JERICHO NY)
BC
Issued 06/05/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/13/2013
Series 56 - Proprietary Trader Qualification Examination
BC
Issued 12/06/1999
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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