Invested Better
Unclaimed

Unclaimed

Unclaimed

Craig Stephen Ross

American Portfolios Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Craig? Claim Your Profile

About Craig Stephen Ross

Craig Stephen Ross is a financial advisor in Ponte Vedra Beach, FL. Craig is registered with American Portfolios Financial Services, Inc. Craig is registered with FINRA and the states of Florida, Georgia and New Hampshire. Craig has been in the financial industry since 10/27/2001. Craig has passed the Series 6, Series 63, and SIE exams. Craig was previously registered with HORNOR, TOWNSEND & KENT, INC. and NYLIFE SECURITIES LLC.

Firm Information

Craig Ross is currently registered with American Portfolios Financial Services, Inc.. American Portfolios Financial Services, Inc. is a corporation approved in April 1990, registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Craig Ross’s Registration & Firm History

FL

02/20/2018 - Present

American Portfolios Financial Services, Inc. (Ponte Vedra Beach FL)

FL

03/30/2016 - 01/25/2018

HORNOR, TOWNSEND & KENT, INC. (JACKSONVILLE BEACH FL)

FL

10/02/2001 - 03/30/2016

NYLIFE SECURITIES LLC (Jacksonville Beach FL)

Not sure if Craig Stephen Ross is right for you?

Licenses & Designations

BC

Issued 11/01/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Craig Stephen Ross. Review regulatory record here.
Not sure if Craig Stephen Ross is right for you?