Unclaimed
Dewey Craig is a financial advisor with over 40 years of experience in the industry. Dewey is currently registered with Grove Point Advisors, LLC and has a Series 6, 7, 22, 63, and 65 license. Dewey has previously been registered with Hibbard Brown & Co., Inc., Swan Securities Inc., Jefferson-Pilot Investor Services, Inc., and Hibbard-Beck, Inc. Dewey offers a variety of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Dewey also owns and operates Dewey C. Craig Tax Service, providing tax preparation services for individuals and businesses. Dewey is a Chartered Financial Consultant.
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
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
NA
11/02/1988 - 11/25/1988
SWAN SECURITIES INC.
NA
08/28/1986 - 10/31/1988
HIBBARD BROWN & CO., INC.
NA
03/07/1984 - 09/09/1986
HIBBARD-BECK, INC.
NA
02/24/1982 - 07/26/1985
JEFFERSON-PILOT INVESTOR SERVICES, INC.
IA
Issued 06/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
BC
Issued 07/11/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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