Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Shawn Craig is a financial advisor based in Boston, MA. Robert has been in the industry since 2000 and has a variety of experience in the financial services sector. Robert is currently registered with Santander Securities LLC and has a number of licenses and certifications, including Series 7, 24, 52, 53, and 66. He also has experience in providing financial planning, portfolio management for businesses and individuals, as well as selecting other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
06/12/2024 - Present
Santander Securities LLC (Boston MA)
MA
04/16/2004 - 10/14/2004
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
07/06/2000 - 02/19/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/06/2000 - 02/19/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
VA
05/15/1997 - 08/20/1997
DMG SECURITIES, INC. (GREAT FALLS VA)
BOTH
Issued 06/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2022
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/05/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/07/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 07/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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