Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Danker is a financial advisor with Wells Fargo Clearing Services, LLC. Craig has been in the financial industry since December 4, 1990. Craig has a Series 7, Series 3, and Series 63 licenses as well as the SIE exam. Craig has held prior roles with UBS Financial Services Inc., Prudential Securities Incorporated, and Dean Witter Reynolds Inc. Craig is registered with the following states: Arizona, California, Colorado, Florida, Hawaii, Kentucky, Nevada, New Hampshire, Oregon, Pennsylvania, Tennessee, Texas, Washington, and Wisconsin.
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.
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2
CA
07/05/2022 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
08/25/2000 - 08/27/2014
UBS FINANCIAL SERVICES INC. (SAN DIEGO CA)
NY
11/09/1994 - 08/28/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/27/1990 - 10/31/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 11/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1992
Series 3 - National Commodity Futures Examination
BC
Issued 11/26/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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