Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Layman is a financial advisor with over 39 years of experience in the industry. Craig is currently registered with Sorrento Pacific Financial, LLC, and holds a Certified Financial Planner designation. Craig is licensed in Colorado, Florida, Georgia, and Massachusetts.
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.
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CA
05/07/2018 - Present
Sorrento Pacific Financial, LLC (SAN DIEGO CA)
MA
03/07/2003 - 05/01/2018
CUSO FINANCIAL SERVICES, L.P. (HADLEY MA)
CA
03/17/2014 - 11/11/2016
SORRENTO PACIFIC FINANCIAL, LLC (SAN DIEGO CA)
NY
07/11/1991 - 02/26/2003
QUICK & REILLY, INC. (NEW YORK NY)
NJ
10/17/1989 - 07/12/1991
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MA
06/06/1983 - 10/04/1989
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
06/06/1983 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 09/13/1985
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 05/29/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/23/1987
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/06/1987
Series 4 - Registered Options Principal Examination
BC
Issued 03/29/1985
Series 24 - General Securities Principal Examination
BC
Issued 10/07/1983
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 08/26/1983
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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