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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Patrick Cunningham is a financial advisor with over 25 years of experience in the industry. Craig is currently registered with Morgan Stanley. Craig has been with the firm since 2009. Before that, Craig worked for Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. Craig has a broad range of experience in providing financial advice to clients of all types. Craig has a Series 7, Series 31, Series 63, and Series 65 license and has earned the Securities Industry Essentials (SIE) exam certification. Craig is also registered in many states including Illinois, Texas, and Arizona. Craig is a specialist in many areas including investment advice, portfolio management, financial planning, and pension consulting.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
IL
04/02/2020 - Present
Morgan Stanley (Orland Park IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ORLAND PARK IL)
IL
02/26/1997 - 04/02/2007
MORGAN STANLEY DW INC. (ORLAND PARK IL)
IA
Issued 07/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 02/25/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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