Unclaimed
Craig Robert Schermerhorn is a financial advisor with Benjamin F. Edwards & Company, Inc. Craig has been in the securities industry since 1976 and has experience in portfolio management for individuals and businesses. Craig is also a registered investment advisor. Craig specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. Craig has offices in St. Louis, Missouri and Santa Fe, New Mexico.
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.
1
2
MO
07/15/2021 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IL
01/01/2008 - 02/17/2010
WELLS FARGO ADVISORS, LLC (SPRINGFIELD IL)
IL
07/22/1976 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SPRINGFIELD IL)
IA
Issued 12/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/16/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/1990
Series 3 - National Commodity Futures Examination
BC
Issued 09/01/1977
PC - AMEX Put and Call Exam
BC
Issued 07/17/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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