Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Ryan Lestner is a financial advisor with over 23 years of experience in the financial services industry. Craig is currently registered with Cambridge Investment Research Advisors, Inc. and holds the Series 63, 66, 7, 24 and SIE licenses. Craig has also been registered with Intersecurities, Inc. and Morgan Stanley DW Inc. in the past. Craig has a strong background in providing financial planning, investment management, and other advisory services to both individual and institutional clients. Craig holds a number of registrations and certifications, demonstrating a dedication to the financial services industry.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MD
01/20/2011 - Present
Cambridge Investment Research Advisors, Inc. (TOWSON MD)
MD
01/14/2005 - 05/11/2007
INTERSECURITIES, INC. (TOWSON MD)
NY
09/03/1999 - 01/19/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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