Unclaimed
Craig Schembri has been in the financial services industry since 1995. Craig is currently registered as an investment advisor representative with SPC. Craig has previously been registered with CORPORATE SECURITIES GROUP, INC. and INDIANAPOLIS SECURITIES, INC.. Craig is licensed to provide investment advisory services in Arizona, California, Florida, Michigan, Nebraska and Texas. Craig also holds Series 7, 63, 66, and SIE licenses. Craig is a member of Wings to Rails LLC, Boca VM LLC, Wings to Michigan LLC and 10 Acres Southside, LLC. In addition to SPC, Craig has previous experience with SIGMA FINANCIAL CORPORATION and Sigma Planning Corporation.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
10/25/2010 - Present
SPC (ANN ARBOR MI)
MO
04/23/1996 - 10/30/1996
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NY
12/14/1995 - 04/16/1996
INDIANAPOLIS SECURITIES, INC. (VALLEY STREAM NY)
BOTH
Issued 10/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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