Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Whiteside Shupee is a financial advisor with over 15 years of experience in the industry. Craig is currently registered with J.p. Morgan Institutional Investments Inc. Craig is also registered with the state of Ohio and 25 other states. Craig holds Series 6, Series 7 and SIE licenses. Craig has worked at several firms during his career including Chase Investment Services Corp. and Fidelity Investments Institutional Services Company, 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.
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.
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2
OH
10/24/2008 - Present
J.p. Morgan Institutional Investments Inc. (COLUMBUS OH)
IL
12/20/2006 - 10/03/2008
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
TX
10/31/2005 - 07/21/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BC
Issued 10/14/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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