Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Nomberg is an investment advisor representative with Wells Fargo Clearing Services, LLC. Craig has been in the industry since November 2000. Craig has a Series 7, Series 63 and Series 66 licenses and holds a Series 63 registration. Craig also has a Series 66 registration in Texas. Craig has been registered with Wells Fargo Clearing Services, LLC since May 2019. Craig has a background with DAVID LERNER ASSOCIATES, INC. Craig is currently registered in California, Connecticut, Florida, Illinois, New Jersey, New York, North Carolina, Pennsylvania and Texas.
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.
Investment consulting services to institutional clients
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.
1
2
FL
12/01/2019 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
FL
12/01/2000 - 05/29/2019
DAVID LERNER ASSOCIATES, INC. (BOCA RATON FL)
BOTH
Issued 11/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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