Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Wycliffe Irvine is a registered representative with Weild & Co. with a Series 7, Series 63, Series 79TO and Series 7TO. Craig has been in the industry since 1995. Craig has held previous positions at Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Currently, Craig is registered in California, Colorado and Utah.
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
CO
10/17/2023 - Present
Weild & Co. (BOULDER CO)
NY
02/08/2002 - 06/23/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/03/1995 - 01/17/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 11/20/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/15/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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