Unclaimed
Craig Tocci is a registered representative with PNC Investments. Craig has been in the industry for over 21 years and is licensed in 52 states and the District of Columbia. Craig specializes in providing investment advisory services to individuals, businesses, and charitable organizations. Craig has experience working with clients who are looking for help with financial planning, portfolio management, and investment selection. Craig is a Series 66 and Series 7TO licensed professional. Craig also holds a Series SIE license.
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.
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.
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2
PA
02/21/2023 - Present
PNC Investments (PITTSBURGH PA)
PA
07/07/2021 - 02/15/2023
EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)
BOTH
Issued 09/17/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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