Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Morgan is a financial advisor with Benjamin F. Edwards & Company, Inc., located in St. Louis, Missouri. Craig has over 40 years of experience in the financial industry. Prior to joining Benjamin F. Edwards, Craig was with Stifel, Nicolaus & Company, Incorporated. He holds a Series 63, 66, 7, 9, 10, 3, and SIE licenses and provides financial planning and portfolio management services to individuals, businesses, and institutions.
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
11/13/2017 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
IL
04/20/2009 - 11/17/2017
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GENEVA IL)
IL
01/01/2008 - 04/20/2009
WACHOVIA SECURITIES, LLC (ST. CHARLES IL)
IL
09/07/1979 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. CHARLES IL)
NA
09/26/1978 - 10/12/1979
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
04/14/1976 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BOTH
Issued 05/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/1983
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 03/15/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1989
Series 3 - National Commodity Futures Examination
BC
Issued 03/21/1984
PC - AMEX Put and Call Exam
BC
Issued 04/10/1976
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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