Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Palmer Adams is a financial advisor with over 38 years of experience in the financial industry. Craig is currently registered with Stratos Wealth Partners, Ltd. in Ogden, Utah. Craig has been with Stratos Wealth Partners, Ltd. since June of 2012. Prior to joining Stratos Wealth Partners, Ltd., Craig was with Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Craig is a Certified Financial Planner and holds Series 3, 7, and 63 licenses.
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.
Percentage of assets under management with third party managers
1
2
UT
06/15/2012 - Present
Stratos Wealth Partners, Ltd. (OGDEN UT)
UT
06/01/2009 - 06/14/2012
MORGAN STANLEY SMITH BARNEY (OGDEN UT)
UT
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OGDEN UT)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
05/25/1984 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 10/09/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1984
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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