Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Paul Primo is a financial advisor with over 20 years of experience in the industry. Craig is currently registered with Finalis Securities LLC and is also registered with the states of Delaware, Missouri and Utah. Craig has a broad range of experience working with clients, including experience at Keystone Capital Markets, Keystone Capital Corporation, FMV Capital Markets, LLC, Hunter Wise Securities, LLC, and Citigroup Global Markets Inc. Craig holds the Series 7, Series 24, Series 63, and Series 79TO licenses as well as the SIE exam.
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.
1
2
NY
05/09/2022 - Present
Finalis Securities LLC (New York NY)
UT
08/28/2017 - 05/10/2022
KEYSTONE CAPITAL MARKETS (Park City UT)
UT
02/01/2016 - 08/30/2017
KEYSTONE CAPITAL CORPORATION (Park City UT)
UT
05/08/2013 - 02/11/2016
FMV CAPITAL MARKETS, LLC (SALT LAKE CITY UT)
CA
05/30/2007 - 05/07/2013
HUNTER WISE SECURITIES, LLC (IRVINE CA)
CA
12/19/2005 - 06/11/2007
CITIGROUP GLOBAL MARKETS INC. (LAGUNA HILLS CA)
CA
01/22/2001 - 01/18/2006
CITIGROUP GENEVA CAPITAL STRATEGIES INC. (LAGUNA HILLS CA)
BC
Issued 12/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2018
Series 24 - General Securities Principal 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 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Craig Primo is the right advisor for you? Invested Better is here to help.
