Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Meylan is an Investment Advisor Representative with IC Advisory Services, Inc. Craig has been in the securities industry since April 18, 1986. Craig has a Series 6, Series 7, Series 22, Series 24, Series 26, Series 63, and Series 65 license. Craig is registered with the following states: Arizona, Arkansas, California, Colorado, Maryland, Minnesota, Mississippi, Missouri, Montana, New Jersey, New Mexico, New York, Oklahoma, Texas, Virgin Islands, and Washington. Craig is also a registered Investment Advisor Representative in Arkansas, California, Colorado, Maryland, Minnesota, Mississippi, Missouri, Montana, New Jersey, New York, Oklahoma, Texas, Washington, and Virgin Islands. Craig specializes in providing financial planning, pension consulting, and selection of other advisers 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.
Guidance on pension options to ensure a secure financial future.
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.
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2
TX
04/25/2024 - Present
IC Advisory Services, Inc. (MURPHY TX)
PA
04/17/1986 - 12/31/1994
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 04/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/30/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/16/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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