Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Moncey is an investment advisor representative with IPI Wealth Management, Inc. in Decatur, IL. Craig has been in the financial services industry since 2001. Craig holds Series 6, 7, and 63 licenses, as well as the SIE and Series 65. Craig also holds the designation of Chartered Financial Consultant. Craig has previously been employed by ING Financial Partners, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, NYLife Securities Inc., and Ascend Financial Services, Inc.
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.
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.
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2
IL
01/09/2014 - Present
IPI Wealth Management, Inc. (DECATUR IL)
MO
06/08/2004 - 01/14/2014
ING FINANCIAL PARTNERS, INC. (ST LOUIS MO)
MA
03/23/2002 - 08/12/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
03/23/2002 - 08/12/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
08/03/2001 - 03/02/2002
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
04/28/1999 - 05/11/2000
NYLIFE SECURITIES INC. (NEW YORK NY)
MN
02/11/1999 - 03/16/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 08/12/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/10/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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