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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lyne? Claim Your ProfileLyne Carole Craig is a financial advisor with over 20 years of experience. Lyne Carole Craig is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2016. Previously, Lyne Carole Craig was employed by DAVID LERNER ASSOCIATES, INC., WILMINGTON CAPITAL SECURITIES, LLC, CHASE INVESTMENT SERVICES CORP., NEW ENGLAND SECURITIES, DREYFUS SERVICE CORPORATION, REPUBLIC FINANCIAL SERVICES CORPORATION, CITICORP INVESTMENT SERVICES, CHASE INVESTMENT SERVICES CORP., OPPENHEIMER & CO., INC., PRUDENTIAL SECURITIES INCORPORATED, and ERNST & COMPANY. Lyne Carole Craig holds Series 7, 24, 63, and 65 licenses and has expertise in several areas including investment management, financial planning, and retirement planning.
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.
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.
Investment consulting services to institutional clients
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
NY
08/18/2016 - Present
Wells Fargo Clearing Services, LLC (GARDEN CITY NY)
NY
01/24/2012 - 10/20/2015
DAVID LERNER ASSOCIATES, INC. (SYOSSET NY)
NY
10/01/2009 - 02/26/2010
WILMINGTON CAPITAL SECURITIES, LLC (GARDEN CITY NY)
NY
05/30/2008 - 06/16/2009
CHASE INVESTMENT SERVICES CORP. (ROSLYN HEIGHTS NY)
NY
05/23/2007 - 03/13/2008
NEW ENGLAND SECURITIES (UNIONDALE NY)
NY
03/02/2000 - 10/17/2006
DREYFUS SERVICE CORPORATION (UNIONDALE NY)
NY
06/22/1998 - 01/06/2000
REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)
NY
08/11/1997 - 06/04/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IL
01/22/1997 - 07/23/1997
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
12/18/1996 - 12/23/1996
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
07/19/1995 - 09/26/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/16/1994 - 07/19/1995
ERNST & COMPANY (NEW YORK NY)
IA
Issued 05/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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