Unclaimed
Craig N. Warner is a Registered Representative and Investment Advisor Representative. Craig has been in the securities industry for over 10 years. Craig is currently registered with TIAA-CREF Individual & Institutional Services, LLC, a registered broker-dealer and investment advisor. Craig also holds a Series 66 license. Craig has worked at AXA Advisors, LLC and M&T Securities, Inc. previously. Craig's previous experience is in the financial services industry.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NY
05/25/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (TONAWANDA NY)
NY
07/08/2015 - 05/01/2019
M&T SECURITIES, INC. (CORFU NY)
NY
02/24/2009 - 06/24/2015
AXA ADVISORS, LLC (WILLIAMSVILLE NY)
BOTH
Issued 03/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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