Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Robert Craig has been working in the financial industry since March 2001. James is currently registered with Ameriprise Financial Services, LLC in Atoka, Tennessee. James is a Series 7 and Series 63 licensed representative. James also holds a SIE license. James has a long history of working in the financial services industry, having previously worked for LPL Financial LLC and First Citizens Financial Plus, Inc. James has experience working with individuals, businesses, high-net-worth individuals, trusts, and estates. James specializes in providing investment advice and financial planning services to clients.
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.
Asset allocation services
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.
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2
TN
10/29/2021 - Present
Ameriprise Financial Services, LLC (Atoka TN)
TN
11/17/2015 - 12/03/2020
LPL FINANCIAL LLC (ARLINGTON TN)
TN
03/10/2003 - 11/23/2015
FIRST CITIZENS FINANCIAL PLUS, INC. (ARLINGTON TN)
MO
03/27/2001 - 03/10/2003
EDWARD JONES (ST. LOUIS MO)
BC
Issued 03/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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