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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 Thomas Bisagna is a financial advisor with Truist Advisory Services, Inc. in CHARLOTTE, NC. Craig has been in the financial services industry since 1992. Craig has worked at several financial institutions, including LPL Financial LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and NATIONAL SECURITIES CORPORATION. Craig is registered as a Registered Investment Advisor in North Carolina and South Carolina. Craig is a Series 7, Series 10, Series 14, Series 24, Series 63, Series 65, and Series 87 licensed professional. Craig specializes in providing financial planning and portfolio management services for individuals and businesses. Craig also offers wrap fee products and financial profiling services.
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.
Wrap fee product and financial profiling services using desktop software
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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2
NC
08/21/2023 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
SC
09/16/2021 - 12/13/2021
LPL FINANCIAL LLC (FORT MILL SC)
NC
01/10/2019 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NY
02/19/2014 - 12/31/2018
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NJ
02/16/2012 - 02/14/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRANFORD NJ)
NY
06/13/2005 - 01/19/2012
NEEDHAM & COMPANY, LLC (NEW YORK NY)
NY
04/28/2005 - 06/09/2005
THE WILLIAMS CAPITAL GROUP, L.P. (NEW YORK NY)
TX
02/13/1992 - 08/16/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
12/04/1989 - 10/23/1991
MITCHELL HUTCHINS ASSET MANAGEMENT INC. (NEW YORK NY)
IA
Issued 03/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer 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 02/26/2007
Series 24 - General Securities Principal Examination
BC
Issued 12/03/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2006
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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