Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you F? Claim Your ProfileFrank Willson Craigie is a financial advisor with over 49 years of experience in the industry. Frank is currently registered with Raymond James & Associates, Inc. in both Virginia and Texas. Frank has previously worked with MORGAN KEEGAN & COMPANY, INC., FIRST UNION SECURITIES, INC. and FIRST UNION CAPITAL MARKETS CORP. Frank is Series 7, 63, SIE, and PC licensed. Frank holds registrations in 21 states and the District of Columbia, including Virginia, Texas, California, Colorado, Connecticut, Florida, Georgia, Louisiana, Maryland, Massachusetts, Minnesota, New Hampshire, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, and Wyoming. Frank has a wide range of experience in providing financial advice to individuals, businesses, high-net-worth individuals, pension and profit sharing plans, insurance companies, banking or thrift institutions, corporations or other businesses, state or municipal government entities, and charitable organizations. Frank is passionate about helping clients achieve their financial goals, and he is committed to providing them with the highest level of service and support.
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
VA
02/13/2013 - Present
Raymond James & Associates, Inc. (RICHMOND VA)
VA
08/31/2001 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (RICHMOND VA)
MO
10/01/1999 - 09/05/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
01/10/1973 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BC
Issued 01/13/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1977
PC - AMEX Put and Call Exam
BC
Issued 01/09/1973
Series 1 - Registered 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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