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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 W Dennis is a financial advisor with Edward Jones. Craig holds Series 7, 6, 63 and 66 securities licenses as well as the SIE exam. Craig has been a registered representative since 2011. Craig has experience working with a variety of firms such as Massachusetts Mutual Life Insurance Company, MML Investors Services LLC, Saybrus Equity Services, Inc., Foresters Financial, Four Seasons Financial Group, The Leaders Group Inc, and Edward Jones. Craig's areas of expertise include portfolio management for individuals and businesses, financial planning, 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
CT
09/21/2018 - Present
Edward Jones (Middletown CT)
CO
03/21/2018 - 07/26/2018
THE LEADERS GROUP, INC. (LITTLETON CO)
CT
03/02/2015 - 02/03/2017
SAYBRUS EQUITY SERVICES, INC (HARTFORD CT)
MA
09/25/2013 - 03/03/2015
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
CT
12/21/2011 - 09/09/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
BOTH
Issued 09/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2018
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2011
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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