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Craig Belis
Craig Belis
Financial Advisor, Associate Vice President - Investments | Benjamin F. Edwards
Reno, Nevada, United States
Craig Belis
Summary
Craig Belis is a seasoned financial advisor with over two decades of experience in wealth management and investment planning. He currently serves as the Associate Vice President of Investments at Benjamin F. Edwards & Co., where he focuses on helping clients achieve their financial goals through personalized strategies. Craig holds a Certified 401(k) Professional designation, showcasing his expertise in retirement planning. His career includes leadership roles in various organizations, including co-founding a marketing firm and serving as CEO of a record label. Craig's approach emphasizes building lasting relationships with clients by understanding their unique financial situations. He is passionate about educating individuals on the benefits of investing and creating tailored financial strategies. With a background in environmental studies, he also brings a unique perspective to his financial practice. Craig's commitment to client success is evident in his proactive approach to financial advising.
Craig Belis
Work Experience
Financial Advisor, Associate Vice President - Investments at
Benjamin F. Edwards
February 2018 - Present
Financial Advisor at
Wells Fargo Advisors
March 2010 - February 2018
Co-Founder at
Frequency Mkgt
June 2007 - February 2010
CEO at
Battle Born Records
August 2005 - July 2007
General Manager at
Reva International
January 1999 - January 2006
Craig Belis
Education
Binghamton University, Bachelor Of Science - Bs
January 1990 - January 1994
Frequently Asked Questions about Craig Belis
What is Craig Belis email address?
Craig Belis's primary email address is ***********@benjaminfedwards.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Craig Belis work for?
Craig Belis is a Financial Advisor, Associate Vice President - Investments at Benjamin F. Edwards, a company specializing in Functions related to depository banking.
Where Craig Belis graduated from?
Craig Belis holds a degree in Environmental Studies from Binghamton University.
How can I directly contact Craig Belis?
To contact Craig Belis directly, you can use the email address ***********@benjaminfedwards.com. Complete contact information is available upon registration with Muraena.
Who is Craig Belis?
Craig Belis is a seasoned financial advisor with over two decades of experience in wealth management and investment planning. He currently serves as the Associate Vice President of Investments at Benjamin F. Edwards & Co., where he focuses on helping clients achieve their financial goals through personalized strategies. Craig holds a Certified 401(k) Professional designation, showcasing his expertise in retirement planning. His career includes leadership roles in various organizations, including co-founding a marketing firm and serving as CEO of a record label. Craig's approach emphasizes building lasting relationships with clients by understanding their unique financial situations. He is passionate about educating individuals on the benefits of investing and creating tailored financial strategies. With a background in environmental studies, he also brings a unique perspective to his financial practice. Craig's commitment to client success is evident in his proactive approach to financial advising.
Craig`s contact details
***********@benjaminfedwards.com
***********@wfadvisors.com
***********@wellsfargo.com
Colleagues
Branch Manager, Senior Vice President - Investments
Branch Relationship Administrator - Associate Vice President
Financial Consultant/ Branch Manager/Senior Vice President Investments
Managing Director - Investments
Senior Vice President - Investments
Financial Advisor Managing Director - Investments, AWMA®,CDFA®, CRPS®, PPC®
Vice President, Financial Advisor at Benjamin F Edwards & Co
Associate Vice President - Internal Branch Development Coordinator
Managing Director-Investments
Managing Director – Investments, Financial Advisor