Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Oakes is a financial advisor with over 27 years of experience in the financial services industry. Craig Oakes is currently registered with The Jeffrey Matthews Financial Group, LLC and has been with the firm since 1998. Craig Oakes is also registered with FINRA and is licensed in 16 states. Craig Oakes holds the Series 63, Series 7 and SIE licenses. Prior to joining The Jeffrey Matthews Financial Group, LLC, Craig Oakes was registered with Gibraltar Securities Co., Tucker Anthony Incorporated, J. B. Hanauer & Co., and David Lerner Associates, Inc.
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.
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.
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2
NJ
10/26/1998 - Present
THE Jeffrey Matthews Financial Group, LLC (FLORHAM PARK NJ)
NJ
03/27/1998 - 10/16/1998
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
MA
11/13/1997 - 03/27/1998
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
01/25/1996 - 11/18/1997
J. B. HANAUER & CO. (PARSIPPANY NJ)
NY
08/10/1995 - 01/05/1996
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
BC
Issued 08/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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