Craig P. Primo
Professional summary
Craig Paul Primo, who also goes by Craig Primo, is a registered financial professional currently at FINALIS SECURITIES LLC located in New York, New York.
Craig is registered as a RR (Registered Representative) and started their career in finance in 2001. Craig has worked at 7 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Craig Paul Primo's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 9, 2022 - Present
FINALIS SECURITIES LLC
Office #1: 228 Park Ave South Suite 85550, New York, NY 10003August 28, 2017 - May 10, 2022
KEYSTONE CAPITAL MARKETS
February 1, 2016 - August 30, 2017
COINBASE CAPITAL MARKETS CORP
May 8, 2013 - February 11, 2016
FMV CAPITAL MARKETS, LLC
May 30, 2007 - May 7, 2013
HUNTER WISE SECURITIES, LLC
December 19, 2005 - June 11, 2007
CITIGROUP GLOBAL MARKETS INC.
January 22, 2001 - January 18, 2006
CITIGROUP GENEVA CAPITAL STRATEGIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/22/2025)
(4/25/2025)
(10/1/2025)
(5/9/2022)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
FINALIS SECURITIES LLC
CRD#: 305908 / SEC#: , 8-70425
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FINALIS, INC. | HOLDING COMPANY | |
| AZARY, DENNIS MICHAEL | CEO/CCO/FINOP | 2384263 |
Red Flags
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