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Carol S. Craigie

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CRD#: 1213546
CC

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Carol Sue Craigie, who also goes by Carol Sue Williams Craigie, Carol Sue Williams, Carol Sue Williams-craigie, Carol Sue Williamscraigie, was a registered financial professional .

Carol is a previously registered financial professional and started their career in finance in 1983. Carol had worked at 3 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Carol Sue Williams Craigie | Carol Sue Williams | Carol Sue Williams-Craigie | Carol Sue Williamscraigie

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

September 21, 2015 - December 10, 2019

FISCAL FITNESS CLUBS

RIA
CRD#: 269996
PARKER, CO
Past

July 23, 1987 - August 14, 1997

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 5496
WELLESLEY HILLS, MA
Past

November 28, 1983 - August 5, 1987

MONY SECURITIES CORPORATION

BD
CRD#: 4386

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/27/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


FF
FISCAL FITNESS CLUBS
FISCAL FITNESS CLUBS | FISCAL FITNESS CLUBS OF AMERICA, LLC

CRD#: 269996 / SEC#: 801-110411

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Contact information


Main Address
Parker, CO
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FISCAL FITNESS CLUBS

CRD#: 269996

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