Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craigen? Claim Your ProfileCraigen Schoen is a financial advisor who has been working in the industry since October 1990. Currently, Craigen is a registered representative with Raymond James & Associates, Inc., where he has been employed since February 2013. Prior to joining Raymond James & Associates, Inc., Craigen was an investment advisor representative with Morgan Keegan & Company, Inc. and Citigroup Global Markets Inc. Craigen holds both Series 63 and 65 licenses and is registered as an investment advisor representative in South Carolina and Texas. Craigen also holds Series 7 and SIE licenses. He has a long and successful track record of helping clients achieve their financial goals. Craigen Schoen is committed to providing his clients with personalized financial advice that meets their individual needs.
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
SC
04/23/2013 - Present
Raymond James & Associates, Inc. (GREENVILLE SC)
SC
08/03/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (GREENVILLE SC)
SC
10/02/1990 - 08/13/2007
CITIGROUP GLOBAL MARKETS INC. (GREENVILLE SC)
IA
Issued 06/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1990
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
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