Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Craig is a financial advisor with over 30 years of experience in the industry. Jeffrey is currently registered with Lion Street Financial, LLC in Austin, Texas. Previously, Jeffrey has worked at The Leaders Group, Inc., ING Financial Partners, Inc., NFP Securities, Inc., Jefferson Pilot Securities Corporation, Phoenix Equity Planning Corporation, WS Griffith Securities, Inc., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, Manequity, Inc., Capital Analysts, Incorporated and New England Securities Corporation. Jeffrey holds Series 6, 7, 26 and 63 licenses.
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.
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.
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2
TX
01/03/2023 - Present
Lion Street Financial, LLC (Austin TX)
CO
01/24/2013 - 12/31/2022
THE LEADERS GROUP, INC. (LITTLETON CO)
TX
03/21/2011 - 12/31/2012
ING FINANCIAL PARTNERS, INC. (DALLAS TX)
TX
01/08/2009 - 02/02/2011
ING FINANCIAL PARTNERS, INC. (DALLAS TX)
TX
09/21/2005 - 01/19/2007
NFP SECURITIES, INC. (FRISCO TX)
IN
08/19/2004 - 09/23/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
CT
06/24/2003 - 07/16/2004
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
09/05/1995 - 07/01/2003
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MA
04/23/1994 - 05/31/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
04/23/1994 - 05/31/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
05/30/1990 - 04/18/1994
MANEQUITY, INC. (BOSTON MA)
OH
09/06/1988 - 02/07/1990
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NY
10/06/1987 - 09/12/1988
NEW ENGLAND SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 10/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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