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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Pastolove is a financial advisor with Morgan Stanley. Craig has been in the securities industry for over 27 years. Craig is registered with the Securities and Exchange Commission as an Investment Advisor Representative. Craig has a Series 7, Series 31, and Series 63 license. Craig has also passed the SIE exam. Craig has experience working with high-net-worth individuals, corporations, charitable organizations, and other investment advisors. Craig also has experience working with real estate investments.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
NY
05/18/2020 - Present
Morgan Stanley (New York NY)
NY
04/07/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
02/13/2004 - 04/22/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/03/2003 - 02/13/2004
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
08/30/1996 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
08/15/1995 - 10/20/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
BC
Issued 08/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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