Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Jantz is a financial advisor with Oppenheimer & Co. Inc. in RED BANK, NJ. Craig Jantz has been working in the financial services industry since 1984. Craig Jantz is registered with FINRA and has licenses Series 7, Series 8, Series 63, and Series 66. Craig Jantz also has a license as an Investment Advisor Representative for Oppenheimer & Co. Inc. in NJ. Craig Jantz previously worked at PRUCO SECURITIES, LLC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, DINOSAUR SECURITIES, L.L.C., PREBON FINANCIAL PRODUCTS INC., PREBON SECURITIES (USA) INC., CANTOR FITZGERALD SECURITIES, SG COWEN SECURITIES CORPORATION, COWEN & CO., SFI INVESTMENTS, INC., GARBAN LIMITED, GARBAN SECURITIES, INC., GARVIN GUYBUTLER CORPORATION, MERRILL LYNCH GOVERNMENT SECURITIES INC. (\"MLGSI\"), and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Craig Jantz's clients include high-net-worth individuals, corporations, and retirement plans. Craig Jantz provides financial planning, portfolio management, and selection of other advisors.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
03/22/2023 - Present
Oppenheimer & Co. Inc. (RED BANK NJ)
NJ
05/06/2015 - 02/06/2023
PRUCO SECURITIES, LLC. (Toms River NJ)
NJ
09/06/2012 - 09/29/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)
NY
01/07/2008 - 08/17/2012
DINOSAUR SECURITIES, L.L.C. (NEW YORK NY)
NJ
11/06/2001 - 10/02/2007
PREBON FINANCIAL PRODUCTS INC. (JERSEY CITY NJ)
NJ
11/08/2001 - 06/13/2007
PREBON SECURITIES (USA) INC. (JERSEY CITY NJ)
NY
03/12/1999 - 11/01/2001
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
NY
07/01/1998 - 02/06/1999
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
01/22/1996 - 07/01/1998
COWEN & CO. (NEW YORK NY)
NY
08/17/1995 - 12/06/1995
SFI INVESTMENTS, INC. (NEW YORK NY)
NY
02/10/1995 - 08/02/1995
GARBAN LIMITED (NEW YORK NY)
NJ
02/10/1995 - 08/02/1995
GARBAN SECURITIES, INC. (JERSEY CITY NJ)
NJ
02/10/1995 - 08/02/1995
GARVIN GUYBUTLER CORPORATION (JERSEY CITY NJ)
NY
07/25/1987 - 01/17/1995
MERRILL LYNCH GOVERNMENT SECURITIES INC. ("MLGSI") (NEW YORK NY)
NY
06/22/1983 - 01/17/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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