Unclaimed
Joseph Paul Craig is a financial advisor currently registered with Osaic FA, Inc. based in Turnersville, NJ. Joseph has been working in the financial industry since 1994 and has experience with a variety of financial products and services. Joseph has held previous positions with Securities America, Inc., Securities Service Network, LLC, Allstate Financial Services, LLC, Legacy Financial Services, Inc., American General Securities Incorporated, ProEquities, Inc., and Waterhouse Securities, Inc. Joseph's experience and knowledge can help clients with a variety of financial goals, including retirement planning, investment management, and college savings.
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.
Retirement plan consulting services provided on a limited basis.
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
NJ
02/01/2023 - Present
Osaic FA, Inc. (TURNERSVILLE NJ)
NJ
09/18/2020 - 02/03/2023
SECURITIES AMERICA, INC. (Turnersville NJ)
TN
12/07/2015 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (KNOXVILLE TN)
NJ
06/21/2005 - 12/07/2015
ALLSTATE FINANCIAL SERVICES, LLC (SEWELL NJ)
CA
09/10/2003 - 06/27/2005
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
AZ
02/06/2002 - 09/08/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
AL
04/24/2001 - 11/28/2001
PROEQUITIES, INC. (BIRMINGHAM AL)
NE
08/18/1993 - 07/22/1999
WATERHOUSE SECURITIES, INC. (OMAHA NE)
NY
03/09/1992 - 11/10/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BC
Issued 03/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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