Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Craig is a financial advisor with Wells Fargo Advisors Financial Network, LLC. He has been in the industry since June 2005 and is registered to provide investment advice in 36 states and 2 other jurisdictions. Todd has been with Wells Fargo Advisors Financial Network, LLC since December 2012. Prior to that, Todd was with Morgan Stanley from June 2009 to December 2012, Morgan Stanley & Co. Incorporated from November 2008 to June 2009, Wachovia Securities, LLC from January 2008 to January 2009, and A. G. Edwards & Sons, Inc. from April 2006 to January 2008. Todd is also a 33.33% owner of FMC Real Estate, an investment-related business.
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
FL
12/14/2012 - Present
Wells Fargo Advisors Financial Network, LLC (OCALA FL)
FL
06/01/2009 - 12/19/2012
MORGAN STANLEY (OCALA FL)
FL
11/26/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (OCALA FL)
FL
01/01/2008 - 01/29/2009
WACHOVIA SECURITIES, LLC (OCALA FL)
FL
04/18/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OCALA FL)
FL
06/15/2005 - 04/19/2006
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 05/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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