Unclaimed
Daniel Craig is a financial advisor at First Horizon Advisors, Inc. in MEMPHIS, TN. Daniel has been in the financial industry since January 7, 2018. Daniel is licensed to offer financial advice in 53 states and the District of Columbia. Daniel has a combined 13 years of experience with FTB Advisors, Inc. and First Horizon Advisors, 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.
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.
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
TN
06/17/2019 - Present
First Horizon Advisors, Inc. (MEMPHIS TN)
TN
01/03/2019 - 05/30/2019
FTB ADVISORS, INC. (MEMPHIS TN)
FL
03/29/2016 - 06/29/2016
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
04/21/2015 - 01/29/2016
EDWARD JONES (TAMPA FL)
BOTH
Issued 01/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2022
Series 4 - Registered Options Principal Examination
BC
Issued 03/18/2022
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/16/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/29/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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