Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Jones has been in the financial industry for over 15 years. Craig is a registered representative of Northland Securities, Inc. and holds the Series 7, 50, 52TO, 53, 54, and 63 licenses. Craig has experience in providing a range of financial services, including financial planning, portfolio management, and investment advice. He works with individual investors, businesses, and institutional clients. Craig was previously with D.A. Davidson & Co. and First National Capital Markets. Craig specializes in municipal bonds, fixed income and equities.
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.
Personalized portfolio management to meet individual financial objectives.
Research services
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.
Negotiated
1
2
NE
07/06/2023 - Present
Northland Securities, Inc. (Omaha NE)
NE
08/21/2012 - 12/22/2023
FIRST NATIONAL CAPITAL MARKETS (OMAHA NE)
NE
02/15/2008 - 08/03/2012
D.A. DAVIDSON & CO. (OMAHA NE)
BC
Issued 03/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2021
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 10/10/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 02/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
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