Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Margolies is a financial advisor with A.g.p. / Alliance Global Partners, based in Holmdel, NJ. Craig has been in the financial services industry since 1995. Craig is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7 and Series 63 license. Craig also holds a Series 65 license. Craig has been registered in various states across the US and is currently registered in 27 states for Broker-Dealer services and 6 states for Investment Advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
Sub-adviser of pooled investment vehicle charges a performance f
1
2
NJ
05/24/2021 - Present
A.g.p. / Alliance Global Partners (Holmdel NJ)
NJ
12/23/2014 - 05/26/2021
AEGIS CAPITAL CORP. (HOLMDEL NJ)
NJ
09/16/1998 - 01/15/2015
GARDEN STATE SECURITIES, INC. (RED BANK NJ)
NY
09/20/1995 - 11/03/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NJ
05/04/1995 - 09/06/1995
LINE SECURITIES, INC. (EATONTOWN NJ)
NY
03/03/1995 - 04/19/1995
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 04/17/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Craig Margolies is the right advisor for you? Invested Better is here to help.
