Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Colby is an active investment advisor representative with Edward Jones. Craig has been in the securities industry since 1988. Craig is registered in Alabama, Georgia, Maine, Minnesota, New Hampshire, New York, North Carolina, South Carolina, Texas and Virginia. Craig Colby is also a registered investment advisor representative in Texas. Craig Colby is a registered representative of Edward Jones and holds the following licenses: Series 7, Series 6, Series 63, Series 65 and Series 66. Previously, Craig Colby was employed at Liberty Partners Financial Services, LLC, OppenheimerFunds Distributor, Inc. and A I M Distributors, Inc. Craig specializes in portfolio management for individuals, portfolio management for businesses, selection of other advisors and pension consulting.
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.
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.
See schedule d - miscellaneous
1
2
SC
01/21/2022 - Present
Edward Jones (MT PLEASANT SC)
NC
01/29/2018 - 02/19/2019
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
NY
09/15/2006 - 06/27/2017
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
TX
03/15/2001 - 08/03/2006
A I M DISTRIBUTORS, INC. (HOUSTON TX)
PA
07/26/1988 - 03/15/2001
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 03/05/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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