Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Walter Robison has been in the financial industry since December 1993. Craig is currently registered with Raymond James & Associates, Inc. in Michigan, North Carolina and Texas. Craig has a broad background in the industry, having also previously worked with Wachovia Securities, LLC and Prudential Securities Incorporated. Craig has experience in various financial areas, including Financial Planning, Portfolio Management 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.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
01/02/2020 - Present
Raymond James & Associates, Inc. (ANN ARBOR MI)
MO
02/17/1995 - 08/04/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
12/14/1993 - 03/16/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/06/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 03/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/18/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/18/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1997
Series 3 - National Commodity Futures Examination
BC
Issued 12/13/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Craig Robison is the right advisor for you? Invested Better is here to help.
