Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Sicilia is an experienced financial professional with over 27 years of experience in the industry. Craig is currently a registered representative of Calton & Associates, Inc. Craig holds several licenses including Series 7, 6, 63, 66, and SIE. Prior to his current position, Craig has held positions at J.P. MORGAN SECURITIES INC., BANC ONE CAPITAL MARKETS, INC., FIRST NBD INVESTMENT SERVICES, INC., NBD SECURITIES, INC., and JOHN HANCOCK DISTRIBUTORS, INC. Craig specializes in providing financial planning, portfolio management, and other advisory services to 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
02/01/2008 - Present
Calton & Associates, Inc. (TAMPA FL)
NY
08/02/2004 - 02/14/2006
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IL
05/15/1996 - 08/02/2004
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
IL
03/01/1996 - 05/03/1996
FIRST NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NA
01/24/1994 - 03/01/1996
NBD SECURITIES, INC.
MA
07/19/1990 - 03/06/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/19/1990 - 03/06/1991
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 12/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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