Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames David Craig is a financial advisor with Voya Financial Advisors, Inc. James has been in the industry since July 2007 and is registered with the state of Connecticut. James has a variety of licenses and registrations including Series 6, 7, 63, and 66. James is also a licensed insurance agent and has experience coaching youth soccer. In addition to being a financial advisor, James also provides independent insurance sales. James is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
02/22/2016 - Present
Voya Financial Advisors, Inc. (WINDSOR CT)
CT
04/01/2014 - 02/16/2016
VOYA INVESTMENTS DISTRIBUTOR, LLC (Windsor CT)
CT
07/16/2007 - 04/08/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
BOTH
Issued 12/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/13/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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