Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Sherrer is a registered representative with Janney Montgomery Scott LLC, a firm based in Philadelphia, Pennsylvania. Craig has over 10 years of experience in the financial services industry. Craig holds Series 7, 63, and 66 licenses. Craig focuses on providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Craig's client base includes individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Craig has experience working with clients in multiple states, including New Jersey, New York, Texas, California, Florida, and Illinois.
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.
Fee plus commission
1
2
NY
08/09/2018 - Present
Janney Montgomery Scott LLC (GARDEN CITY NY)
NY
05/02/2012 - 04/19/2018
NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)
NY
11/24/2011 - 05/02/2012
INVESTORS CAPITAL CORP. (NEW YORK NY)
BOTH
Issued 08/09/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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