Unclaimed
Craig Selimotic Danforth is a financial advisor who has been working in the industry since 2000. Craig is currently registered with Alliancebernstein LP in North Carolina and District of Columbia. Prior to that, Craig worked at CITICORP INVESTMENT SERVICES in New York. Craig holds the Series 7, Series 7TO, Series 66 and SIE licenses. Craig provides portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Craig specializes in Asset Allocation.
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.
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
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
NC
05/05/2022 - Present
Alliancebernstein LP (Charlotte NC)
NY
05/05/1998 - 07/28/2000
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 04/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/23/2022
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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