Unclaimed
Craig William Trojahn is a financial advisor registered with Stonex Advisors Inc. Craig has been in the financial services industry since 1993 and has extensive experience in investment advisory and brokerage services. Craig has a deep understanding of the financial markets and a proven track record of helping clients achieve their financial goals. Craig is committed to providing personalized financial advice and guidance to his clients. He holds Series 6, 7, 26, 51, 63, and 65 licenses, and has a Bachelor's degree in Business Administration. Craig is dedicated to helping his clients achieve their financial goals and is committed to providing them with the highest level of service.
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.
Financial consulting services
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.
1
2
AL
12/06/2019 - Present
Stonex Advisors Inc. (BIRMINGHAM AL)
CA
03/01/2012 - 12/06/2019
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NM
08/22/2011 - 01/19/2012
FARMERS FINANCIAL SOLUTIONS, LLC (ALBUQUERQUE NM)
NM
04/21/2011 - 05/23/2011
NEW ENGLAND SECURITIES (ALBUQUERQUE NM)
NM
10/16/2000 - 11/12/2010
FARMERS FINANCIAL SOLUTIONS, LLC (ALBUQUERQUE NM)
NJ
12/07/1993 - 07/12/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/26/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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