Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Weinstein is a financial professional with over 20 years of experience in the industry. Craig is currently registered with J.p. Morgan Securities LLC and has been with the firm since 2019. Before joining J.p. Morgan Securities LLC, Craig was a financial advisor with TIAA-CREF Individual & Institutional Services, LLC for six years. Craig is a Certified Financial Planner and holds multiple securities licenses, including Series 4, 7, 10, 24, 52, 53, 63, and 66.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
01/31/2019 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
06/03/2013 - 01/11/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
08/23/2005 - 04/16/2013
HSBC SECURITIES (USA) INC. (NEW YORK NY)
IL
09/06/2002 - 08/16/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
11/27/2001 - 09/25/2002
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
06/26/1998 - 05/17/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/27/1993 - 09/14/1993
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BOTH
Issued 01/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/28/2004
Series 4 - Registered Options Principal Examination
BC
Issued 02/20/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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