Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Tilghman Booth is a financial advisor currently working with Osaic Wealth, INC.. Craig has been in the financial services industry since March 17, 1993. Craig specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Craig is registered with the state of Maryland as an Investment Advisor Representative. Craig has been licensed and registered with multiple firms during his career. In the past, Craig was registered with Securities America, Inc., PNC Investments, Mercantile Brokerage Services, Inc., Morgan Stanley DW Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Craig is a highly experienced financial advisor with a proven track record of success.
SALISBURY, MD
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.
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.
1
2
MD
06/14/2024 - Present
Osaic Wealth, Inc. (SALISBURY MD)
MD
11/30/2018 - 06/14/2024
SECURITIES AMERICA, INC. (SALISBURY MD)
VA
09/17/2007 - 12/06/2018
PNC INVESTMENTS (OAK HALL VA)
MD
01/14/2005 - 09/17/2007
MERCANTILE BROKERAGE SERVICES, INC. (SALISBURY MD)
NY
12/23/1997 - 01/10/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/15/1993 - 01/06/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 8/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/20/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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